Accel Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-623
| Closed | -$77.1K | – | 736 |
|
|
2023
Q1 | $77.1K | Buy |
623
+2
| +0.3% | +$247 | 0.03% | 382 |
|
|
2022
Q4 | $77.7K | Buy |
621
+14
| +2% | +$1.75K | 0.04% | 278 |
|
|
2022
Q3 | $71K | Buy |
607
+3
| +0.5% | +$351 | 0.04% | 306 |
|
|
2022
Q2 | $72K | Buy |
604
+201
| +50% | +$24K | 0.04% | 287 |
|
|
2022
Q1 | $52K | Hold |
403
| – | – | 0.03% | 374 |
|
|
2021
Q4 | $52K | Hold |
403
| – | – | 0.03% | 375 |
|
|
2021
Q3 | $47K | Buy |
403
+200
| +99% | +$23.3K | 0.03% | 333 |
|
|
2021
Q2 | $25K | Hold |
203
| – | – | 0.02% | 478 |
|
|
2021
Q1 | $24K | Buy |
+203
| New | +$24K | 0.02% | 460 |
|