Abound Wealth Management’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
2025
Q2
$20.5K Hold
151
0.01% 324
2025
Q1
$20.5K Hold
151
0.01% 290
2024
Q4
$19.9K Hold
151
0.01% 280
2024
Q3
$21.4K Hold
151
0.01% 277
2024
Q2
$19.2K Sell
151
-133
-47% -$16.9K 0.01% 255
2024
Q1
$37.3K Sell
284
-412
-59% -$54.1K 0.01% 176
2023
Q4
$86.9K Buy
696
+5
+0.7% +$625 0.03% 100
2023
Q3
$79.5K Sell
691
-97
-12% -$11.2K 0.03% 94
2023
Q2
$96.5K Buy
788
+73
+10% +$8.94K 0.04% 78
2023
Q1
$88.5K Buy
715
+34
+5% +$4.21K 0.04% 80
2022
Q4
$85.2K Buy
681
+1
+0.1% +$125 0.04% 73
2022
Q3
$75.9K Buy
+680
New +$75.9K 0.04% 77