WMA
Wealth Management Associates’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,410
| Closed | -$292K | – | 147 |
|
|
2019
Q4 | $292K | Sell |
7,410
-950
| -11% | -$37.5K | 0.21% | 109 |
|
|
2019
Q3 | $318K | Sell |
8,360
-100
| -1% | -$3.8K | 0.26% | 91 |
|
|
2019
Q2 | $322K | Buy |
8,460
+1,210
| +17% | +$46K | 0.32% | 64 |
|
|
2019
Q1 | $274K | Buy |
7,250
+300
| +4% | +$11.4K | 0.3% | 75 |
|
|
2018
Q4 | $237K | Buy |
+6,950
| New | +$237K | 0.32% | 73 |
|