Beacon Capital Management Inc (Ohio)’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
Q2 | – | Sell |
-250
| Closed | -$30.9K | – | 83 |
|
|
2023
Q1 | $30.9K | Buy |
+250
| New | +$30.9K | ﹤0.01% | 45 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 148 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 168 |
|
|
2016
Q4 | – | Sell |
-13
| Closed | -$1K | – | 97 |
|
|
2016
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 96 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$2K | – | 271 |
|
|
2014
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 213 |
|