Avion Wealth’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 | $33K | Buy |
248
+47
| +23% | +$6.25K | 0.01% | 245 |
|
|
2025
Q1 | $26K | Hold |
201
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $26K | Buy |
201
+125
| +164% | +$16.2K | 0.01% | 259 |
|
|
2024
Q3 | $10K | Sell |
76
-16
| -17% | -$2.11K | ﹤0.01% | 373 |
|
|
2024
Q2 | $11K | Sell |
92
-500
| -84% | -$59.8K | ﹤0.01% | 321 |
|
|
2024
Q1 | $78K | Hold |
592
| – | – | 0.02% | 134 |
|
|
2023
Q4 | $74K | Buy |
592
+76
| +15% | +$9.5K | 0.02% | 131 |
|
|
2023
Q3 | $59K | Hold |
516
| – | – | 0.02% | 143 |
|
|
2023
Q2 | $63K | Hold |
516
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $64K | Buy |
516
+16
| +3% | +$1.98K | 0.02% | 130 |
|
|
2022
Q4 | $55K | Hold |
500
| – | – | 0.02% | 140 |
|
|
2022
Q3 | $56K | Hold |
500
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $59K | Hold |
500
| – | – | 0.02% | 127 |
|
|
2022
Q1 | $64K | Hold |
500
| – | – | 0.02% | 114 |
|
|
2021
Q4 | $65K | Hold |
500
| – | – | 0.02% | 111 |
|
|
2021
Q3 | $59K | Hold |
500
| – | – | 0.02% | 115 |
|
|
2021
Q2 | $61K | Hold |
500
| – | – | 0.02% | 118 |
|
|
2021
Q1 | $59K | Hold |
500
| – | – | 0.02% | 113 |
|
|
2020
Q4 | $53K | Hold |
500
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $46K | Hold |
500
| – | – | 0.02% | 94 |
|
|
2020
Q2 | $46K | Hold |
500
| – | – | 0.02% | 93 |
|
|
2020
Q1 | $40K | Buy |
+500
| New | +$40K | 0.02% | 96 |
|