Alliance Wealth Advisors (Pennsylvania)’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 | – | Sell |
-2,543
| Closed | -$315K | – | 130 |
|
|
2023
Q1 | $315K | Hold |
2,543
| – | – | 0.24% | 86 |
|
|
2022
Q4 | $318K | Hold |
2,543
| – | – | 0.27% | 80 |
|
|
2022
Q3 | $284K | Sell |
2,543
-224
| -8% | -$25K | 0.26% | 78 |
|
|
2022
Q2 | $328K | Buy |
2,767
+1
| +0% | +$119 | 0.28% | 75 |
|
|
2022
Q1 | $354K | Hold |
2,766
| – | – | 0.29% | 78 |
|
|
2021
Q4 | $357K | Buy |
2,766
+100
| +4% | +$12.9K | 0.29% | 77 |
|
|
2021
Q3 | $313K | Hold |
2,666
| – | – | 0.28% | 80 |
|
|
2021
Q2 | $326K | Hold |
2,666
| – | – | 0.29% | 78 |
|
|
2021
Q1 | $315K | Sell |
2,666
-177
| -6% | -$20.9K | 0.31% | 75 |
|
|
2020
Q4 | $301K | Buy |
+2,843
| New | +$301K | 0.32% | 75 |
|