Arax Advisory Partners’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 | $1.86M | Buy |
13,712
+12,907
| +1,603% | +$1.75M | 0.09% | 158 |
|
2025
Q1 | $109K | Buy |
+805
| New | +$109K | 0.01% | 696 |
|
2022
Q2 | – | Sell |
-57
| Closed | -$7K | – | 1227 |
|
2022
Q1 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 713 |
|
2020
Q2 | – | Sell |
-302
| Closed | -$24K | – | 706 |
|
2020
Q1 | $24K | Sell |
302
-126
| -29% | -$10K | 0.01% | 440 |
|
2019
Q4 | $46K | Sell |
428
-148
| -26% | -$15.9K | 0.01% | 350 |
|
2019
Q3 | $59K | Buy |
576
+3
| +0.5% | +$307 | 0.02% | 308 |
|
2019
Q2 | $58K | Buy |
+573
| New | +$58K | 0.02% | 307 |
|
2018
Q4 | $19K | Buy |
214
+2
| +0.9% | +$178 | 0.01% | 376 |
|
2018
Q3 | $21K | Buy |
+212
| New | +$21K | 0.01% | 402 |
|