55I LLC’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $401K | Buy |
3,600
+509
| +16% | +$56.7K | 0.01% | 432 |
|
|
2022
Q2 | $367K | Buy |
3,091
+150
| +5% | +$17.8K | 0.01% | 403 |
|
|
2022
Q1 | $376K | Buy |
+2,941
| New | +$376K | 0.01% | 395 |
|
|
2021
Q4 | – | Sell |
-2,297
| Closed | -$270K | – | 522 |
|
|
2021
Q3 | $270K | Buy |
+2,297
| New | +$270K | 0.01% | 414 |
|