West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,197
| Closed | -$249K | – | 90 |
|
|
2024
Q2 | $249K | Sell |
6,197
-887
| -13% | -$35.7K | 0.09% | 75 |
|
|
2024
Q1 | $288K | Sell |
7,084
-1,849
| -21% | -$75.3K | 0.11% | 63 |
|
|
2023
Q4 | $350K | Sell |
8,933
-2,191
| -20% | -$85.9K | 0.14% | 59 |
|
|
2023
Q3 | $390K | Sell |
11,124
-91
| -0.8% | -$3.19K | 0.17% | 50 |
|
|
2023
Q2 | $416K | Buy |
+11,215
| New | +$416K | 0.18% | 42 |
|
|
2023
Q1 | – | Sell |
-8,420
| Closed | -$333K | – | 83 |
|
|
2022
Q4 | $333K | Buy |
+8,420
| New | +$333K | 0.17% | 45 |
|