AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8K | Hold |
175
| – | – | 0.01% | 296 |
|
|
2025
Q1 | $23.7K | Hold |
175
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $23.1K | Hold |
175
| – | – | 0.01% | 287 |
|
|
2024
Q3 | $24.9K | Hold |
175
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $22.3K | Hold |
175
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $23K | Hold |
175
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $21.9K | Hold |
175
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $20.1K | Hold |
175
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $20.7K | Hold |
175
| – | – | 0.01% | 296 |
|
|
2023
Q1 | $21.6K | Hold |
175
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $21.9K | Hold |
175
| – | – | 0.02% | 280 |
|
|
2022
Q3 | $20K | Hold |
175
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $21K | Hold |
175
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $22K | Hold |
175
| – | – | 0.01% | 308 |
|
|
2021
Q4 | $23K | Hold |
175
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $21K | Hold |
175
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $21K | Hold |
175
| – | – | 0.01% | 315 |
|
|
2021
Q1 | $21K | Hold |
175
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $19K | Buy |
+175
| New | +$19K | 0.01% | 285 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$20K | – | 485 |
|
|
2019
Q1 | $20K | Hold |
200
| – | – | 0.02% | 261 |
|
|
2018
Q4 | $18K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2018
Q3 | $20K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2018
Q2 | $19K | Buy |
+200
| New | +$19K | 0.01% | 280 |
|