AIA
Alera Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.81M | Hold |
12,739
| – | – | 0.21% | 54 |
|
|
2024
Q2 | $1.62M | Hold |
12,739
| – | – | 0.19% | 57 |
|
|
2024
Q1 | $1.67M | Hold |
12,739
| – | – | 0.23% | 35 |
|
|
2023
Q4 | $1.59M | Hold |
12,739
| – | – | 0.21% | 35 |
|
|
2023
Q3 | $1.47M | Sell |
12,739
-2,236
| -15% | -$257K | 0.24% | 30 |
|
|
2023
Q2 | $1.84M | Sell |
14,975
-299
| -2% | -$36.7K | 0.4% | 26 |
|
|
2023
Q1 | $1.89M | Hold |
15,274
| – | – | 0.44% | 25 |
|
|
2022
Q4 | $1.91M | Hold |
15,274
| – | – | 0.45% | 26 |
|
|
2022
Q3 | $1.7M | Sell |
15,274
-58
| -0.4% | -$6.47K | 0.48% | 24 |
|
|
2022
Q2 | $1.82M | Hold |
15,332
| – | – | 0.51% | 22 |
|
|
2022
Q1 | $1.96M | Hold |
15,332
| – | – | 0.45% | 26 |
|
|
2021
Q4 | $1.98M | Hold |
15,332
| – | – | 0.54% | 24 |
|
|
2021
Q3 | $1.8M | Hold |
15,332
| – | – | 0.53% | 28 |
|
|
2021
Q2 | $1.88M | Hold |
15,332
| – | – | 0.56% | 26 |
|
|
2021
Q1 | $1.81M | Sell |
15,332
-224
| -1% | -$26.4K | 0.6% | 26 |
|
|
2020
Q4 | $1.65M | Hold |
15,556
| – | – | 0.58% | 24 |
|
|
2020
Q3 | $1.44M | Hold |
15,556
| – | – | 0.57% | 25 |
|
|
2020
Q2 | $1.42M | Sell |
15,556
-5,828
| -27% | -$532K | 0.75% | 26 |
|
|
2020
Q1 | $1.71M | Sell |
21,384
-1,918
| -8% | -$153K | 1.03% | 23 |
|
|
2019
Q4 | $2.51M | Hold |
23,302
| – | – | 1.14% | 16 |
|
|
2019
Q3 | $2.39M | Hold |
23,302
| – | – | 1.18% | 16 |
|
|
2019
Q2 | $2.35M | Hold |
23,302
| – | – | 1.2% | 17 |
|
|
2019
Q1 | $2.32M | Sell |
23,302
-2,992
| -11% | -$297K | 1.13% | 16 |
|
|
2018
Q4 | $2.35M | Buy |
+26,294
| New | +$2.35M | 1.43% | 15 |
|