Atlas Capital Advisors’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
Q1
Sell
-1,300
Closed -$163K 955
2022
Q4
$163K Buy
1,300
+300
+30% +$37.5K 0.03% 376
2022
Q3
$112K Buy
1,000
+800
+400% +$89.2K 0.02% 428
2022
Q2
$23.7K Hold
200
﹤0.01% 658
2022
Q1
$25.6K Buy
+200
New +$25.6K ﹤0.01% 615