WESPAC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,433
| Closed | -$766K | – | 121 |
|
|
2022
Q1 | $766K | Sell |
17,433
-9,959
| -36% | -$438K | 0.83% | 53 |
|
|
2021
Q4 | $1.15M | Buy |
27,392
+1,178
| +4% | +$49.5K | 0.77% | 57 |
|
|
2021
Q3 | $1.03M | Buy |
26,214
+13,956
| +114% | +$546K | 0.63% | 62 |
|
|
2021
Q2 | $491K | Sell |
12,258
-53,560
| -81% | -$2.15M | 0.94% | 53 |
|
|
2021
Q1 | $2.53M | Sell |
65,818
-19,913
| -23% | -$767K | 1.89% | 6 |
|
|
2020
Q4 | $2.82M | Buy |
+85,731
| New | +$2.82M | 2.18% | 3 |
|