All Season Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,527
| Closed | -$751K | – | 114 |
|
|
2023
Q3 | $751K | Buy |
6,527
+47
| +0.7% | +$5.41K | 0.76% | 31 |
|
|
2023
Q2 | $794K | Sell |
6,480
-342
| -5% | -$41.9K | 0.71% | 32 |
|
|
2023
Q1 | $844K | Buy |
6,822
+266
| +4% | +$32.9K | 0.76% | 28 |
|
|
2022
Q4 | $820K | Sell |
6,556
-4,283
| -40% | -$536K | 0.72% | 32 |
|
|
2022
Q3 | $1.21M | Buy |
10,839
+3,721
| +52% | +$415K | 1.31% | 18 |
|
|
2022
Q2 | $845K | Sell |
7,118
-4,731
| -40% | -$562K | 0.72% | 32 |
|
|
2022
Q1 | $1.52M | Buy |
11,849
+12
| +0.1% | +$1.54K | 1.08% | 23 |
|
|
2021
Q4 | $1.53M | Buy |
11,837
+7,256
| +158% | +$937K | 1.06% | 25 |
|
|
2021
Q3 | $538K | Buy |
+4,581
| New | +$538K | 0.43% | 53 |
|