Affinia Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $386K | Hold |
3,064
| – | – | 0.27% | 23 |
|
|
2023
Q1 | $382K | Hold |
3,064
| – | – | 0.28% | 21 |
|
|
2022
Q4 | $392K | Sell |
3,064
-600
| -16% | -$76.8K | 0.33% | 21 |
|
|
2022
Q3 | $413K | Hold |
3,664
| – | – | 0.47% | 14 |
|
|
2022
Q2 | $438K | Hold |
3,664
| – | – | 0.37% | 17 |
|
|
2022
Q1 | $485K | Hold |
3,664
| – | – | 0.37% | 17 |
|
|
2021
Q4 | $473K | Hold |
3,664
| – | – | 0.31% | 17 |
|
|
2021
Q3 | $453K | Hold |
3,664
| – | – | 0.29% | 17 |
|
|
2021
Q2 | $452K | Buy |
+3,664
| New | +$452K | 0.27% | 16 |
|