WealthShield Partners’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
717
| – | – | ﹤0.01% | 448 |
|
|
2025
Q1 | $31.7K | Hold |
717
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $31K | Hold |
717
| – | – | ﹤0.01% | 400 |
|
|
2024
Q3 | $32.7K | Hold |
717
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $28.8K | Hold |
717
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $29.2K | Sell |
717
-90
| -11% | -$3.66K | ﹤0.01% | 378 |
|
|
2023
Q4 | $31.6K | Sell |
807
-800
| -50% | -$31.3K | 0.01% | 384 |
|
|
2023
Q3 | $56.3K | Sell |
1,607
-693
| -30% | -$24.3K | 0.01% | 367 |
|
|
2023
Q2 | $85.3K | Hold |
2,300
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $87.4K | Buy |
+2,300
| New | +$87.4K | 0.01% | 348 |
|
|
2021
Q3 | – | Sell |
-1,435
| Closed | -$58K | – | 676 |
|
|
2021
Q2 | $58K | Hold |
1,435
| – | – | 0.01% | 448 |
|
|
2021
Q1 | $55K | Buy |
+1,435
| New | +$55K | 0.01% | 437 |
|
|
2020
Q4 | – | Sell |
-4,770
| Closed | -$131K | – | 410 |
|
|
2020
Q3 | $131K | Sell |
4,770
-1,391
| -23% | -$38.2K | 0.05% | 264 |
|
|
2020
Q2 | $172K | Sell |
6,161
-1,055
| -15% | -$29.5K | 0.08% | 206 |
|
|
2020
Q1 | $178K | Sell |
7,216
-889
| -11% | -$21.9K | 0.11% | 160 |
|
|
2019
Q4 | $320K | Buy |
8,105
+8
| +0.1% | +$316 | 0.16% | 136 |
|
|
2019
Q3 | $308K | Buy |
8,097
+5,344
| +194% | +$203K | 0.16% | 132 |
|
|
2019
Q2 | $105K | Sell |
2,753
-4,632
| -63% | -$177K | 0.06% | 163 |
|
|
2019
Q1 | $279K | Buy |
7,385
+1,804
| +32% | +$68.2K | 0.16% | 111 |
|
|
2018
Q4 | $190K | Buy |
5,581
+103
| +2% | +$3.51K | 0.13% | 128 |
|
|
2018
Q3 | $206K | Buy |
5,478
+658
| +14% | +$24.7K | 0.12% | 122 |
|
|
2018
Q2 | $180K | Buy |
4,820
+710
| +17% | +$26.5K | 0.11% | 122 |
|
|
2018
Q1 | $147K | Buy |
4,110
+3,610
| +722% | +$129K | 0.09% | 125 |
|
|
2017
Q4 | $19K | Buy |
+500
| New | +$19K | 0.01% | 180 |
|