AF Advisors’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 | – | Sell |
-2,000
| Closed | -$237K | – | 18 |
|
|
2022
Q2 | $237K | Buy |
+2,000
| New | +$237K | 0.15% | 17 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$258K | – | 21 |
|
|
2021
Q4 | $258K | Hold |
2,000
| – | – | 0.15% | 19 |
|
|
2021
Q3 | $235K | Buy |
2,000
+200
| +11% | +$23.5K | 0.15% | 20 |
|
|
2021
Q2 | $220K | Buy |
+1,800
| New | +$220K | 0.11% | 22 |
|