Alterity Financial Group’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 | $238K | Hold |
1,907
| – | – | 0.34% | 66 |
|
|
2023
Q3 | $219K | Hold |
1,907
| – | – | 0.35% | 67 |
|
|
2023
Q2 | $234K | Sell |
1,907
-35
| -2% | -$4.29K | 0.34% | 68 |
|
|
2023
Q1 | $240K | Hold |
1,942
| – | – | 0.35% | 67 |
|
|
2022
Q4 | $243K | Hold |
1,942
| – | – | 0.39% | 61 |
|
|
2022
Q3 | $217K | Hold |
1,942
| – | – | 0.35% | 70 |
|
|
2022
Q2 | $230K | Buy |
+1,942
| New | +$230K | 0.34% | 73 |
|
|
2021
Q4 | $251K | Buy |
+1,942
| New | +$251K | 0.27% | 82 |
|
|
2021
Q1 | $249K | Buy |
+1,942
| New | +$249K | 0.3% | 71 |
|