APP
Avantax Planning Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
10,263
+9
| +0.1% | +$1.22K | 0.04% | 162 |
|
|
2025
Q1 | $1.39M | Buy |
10,254
+1,724
| +20% | +$234K | 0.05% | 152 |
|
|
2024
Q4 | $1.13M | Sell |
8,530
-107
| -1% | -$14.1K | 0.04% | 175 |
|
|
2024
Q3 | $1.23M | Sell |
8,637
-1,697
| -16% | -$241K | 0.04% | 165 |
|
|
2024
Q2 | $1.31M | Buy |
10,334
+8
| +0.1% | +$1.02K | 0.04% | 184 |
|
|
2024
Q1 | $1.36M | Sell |
10,326
-975
| -9% | -$128K | 0.04% | 183 |
|
|
2023
Q4 | $1.41M | Sell |
11,301
-542
| -5% | -$67.7K | 0.05% | 146 |
|
|
2023
Q3 | $1.36M | Sell |
11,843
-593
| -5% | -$68.2K | 0.06% | 139 |
|
|
2023
Q2 | $1.52M | Sell |
12,436
-4
| -0% | -$490 | 0.06% | 130 |
|
|
2023
Q1 | $1.54M | Buy |
12,440
+669
| +6% | +$82.8K | 0.06% | 126 |
|
|
2022
Q4 | $1.47M | Sell |
11,771
-2,692
| -19% | -$337K | 0.06% | 128 |
|
|
2022
Q3 | $1.61M | Hold |
14,463
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $1.72M | Hold |
14,463
| – | – | 0.07% | 110 |
|
|
2022
Q1 | $1.85M | Sell |
14,463
-1,000
| -6% | -$128K | 0.07% | 112 |
|
|
2021
Q4 | $2M | Hold |
15,463
| – | – | 0.08% | 103 |
|
|
2021
Q3 | $1.82M | Sell |
15,463
-1,292
| -8% | -$152K | 0.08% | 96 |
|
|
2021
Q2 | $2.05M | Buy |
16,755
+835
| +5% | +$102K | 0.1% | 86 |
|
|
2021
Q1 | $1.88M | Sell |
15,920
-925
| -5% | -$109K | 0.1% | 89 |
|
|
2020
Q4 | $1.78M | Buy |
16,845
+2,710
| +19% | +$287K | 0.09% | 90 |
|
|
2020
Q3 | $1.31M | Buy |
14,135
+8
| +0.1% | +$739 | 0.07% | 112 |
|
|
2020
Q2 | $1.29M | Buy |
14,127
+132
| +0.9% | +$12K | 0.07% | 108 |
|
|
2020
Q1 | $1.12M | Buy |
13,995
+490
| +4% | +$39.1K | 0.08% | 102 |
|
|
2019
Q4 | $1.45M | Buy |
13,505
+62
| +0.5% | +$6.67K | 0.09% | 88 |
|
|
2019
Q3 | $1.38M | Sell |
13,443
-166
| -1% | -$17K | 0.08% | 89 |
|
|
2019
Q2 | $1.39M | Sell |
13,609
-524
| -4% | -$53.3K | 0.09% | 86 |
|
|
2019
Q1 | $1.41M | Sell |
14,133
-1,355
| -9% | -$135K | 0.1% | 82 |
|
|
2018
Q4 | $1.39M | Hold |
15,488
| – | – | 0.1% | 78 |
|
|
2018
Q3 | $1.52M | Buy |
15,488
+675
| +5% | +$66.1K | 0.12% | 64 |
|
|
2018
Q2 | $1.37M | Sell |
14,813
-3,560
| -19% | -$330K | 0.12% | 64 |
|
|
2018
Q1 | $1.68M | Buy |
18,373
+1,510
| +9% | +$138K | 0.14% | 60 |
|
|
2017
Q4 | $1.59M | Sell |
16,863
-101
| -0.6% | -$9.54K | 0.15% | 58 |
|
|
2017
Q3 | $1.55M | Buy |
16,964
+168
| +1% | +$15.3K | 0.12% | 77 |
|
|
2017
Q2 | $1.49M | Sell |
16,796
-1,452
| -8% | -$129K | 0.13% | 79 |
|
|
2017
Q1 | $1.61M | Sell |
18,248
-957
| -5% | -$84.3K | 0.14% | 64 |
|
|
2016
Q4 | $1.64M | Buy |
+19,205
| New | +$1.64M | 0.18% | 55 |
|