Angeles 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
Q1 | – | Sell |
-282
| Closed | -$37.3K | – | 383 |
|
|
2024
Q4 | $37.3K | Hold |
282
| – | – | ﹤0.01% | 346 |
|
|
2024
Q3 | $40.1K | Hold |
282
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $35.9K | Hold |
282
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $37K | Sell |
282
-4,236
| -94% | -$556K | ﹤0.01% | 259 |
|
|
2023
Q4 | $565K | Hold |
4,518
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $520K | Sell |
4,518
-120
| -3% | -$13.8K | 0.07% | 89 |
|
|
2023
Q2 | $569K | Sell |
4,638
-250
| -5% | -$30.6K | 0.08% | 103 |
|
|
2023
Q1 | $605K | Hold |
4,888
| – | – | 0.09% | 105 |
|
|
2022
Q4 | $612K | Hold |
4,888
| – | – | 0.11% | 97 |
|
|
2022
Q3 | $545K | Buy |
4,888
+4,236
| +650% | +$472K | 0.11% | 90 |
|
|
2022
Q2 | $77K | Hold |
652
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $84K | Buy |
+652
| New | +$84K | 0.02% | 179 |
|