AFG Fiduciary Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,534
| Closed | -$217K | – | 81 |
|
|
2024
Q3 | $217K | Sell |
1,534
-35
| -2% | -$4.95K | 0.15% | 66 |
|
|
2024
Q2 | $208K | Hold |
1,569
| – | – | 0.14% | 68 |
|
|
2024
Q1 | $204K | Sell |
1,569
-757
| -33% | -$98.3K | 0.15% | 75 |
|
|
2023
Q4 | $291K | Sell |
2,326
-2
| -0.1% | -$250 | 0.24% | 58 |
|
|
2023
Q3 | $265K | Sell |
2,328
-159
| -6% | -$18.1K | 0.23% | 54 |
|
|
2023
Q2 | $306K | Sell |
2,487
-9,025
| -78% | -$1.11M | 0.23% | 58 |
|
|
2023
Q1 | $1.02M | Buy |
11,512
+8,378
| +267% | +$745K | 0.95% | 22 |
|
|
2022
Q4 | $392K | Sell |
3,134
-159
| -5% | -$19.9K | 0.37% | 44 |
|
|
2022
Q3 | $367K | Buy |
3,293
+66
| +2% | +$7.36K | 0.35% | 48 |
|
|
2022
Q2 | $383K | Sell |
3,227
-52
| -2% | -$6.17K | 0.33% | 55 |
|
|
2022
Q1 | $420K | Sell |
3,279
-2,814
| -46% | -$360K | 0.3% | 58 |
|
|
2021
Q4 | $787K | Buy |
+6,093
| New | +$787K | 0.55% | 34 |
|