Beaird Harris Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-562
| Closed | -$71.5K | – | 700 |
|
|
2024
Q2 | $71.5K | Hold |
562
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $73.8K | Hold |
562
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $70.2K | Hold |
562
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $64.6K | Hold |
562
| – | – | 0.01% | 153 |
|
|
2023
Q2 | $68.9K | Hold |
562
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $69.5K | Hold |
562
| – | – | 0.01% | 148 |
|
|
2022
Q4 | $70.3K | Hold |
562
| – | – | 0.01% | 159 |
|
|
2022
Q3 | $63K | Buy |
+562
| New | +$63K | 0.01% | 148 |
|
|
2022
Q2 | – | Sell |
-562
| Closed | -$72K | – | 569 |
|
|
2022
Q1 | $72K | Hold |
562
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $73K | Buy |
+562
| New | +$73K | 0.03% | 196 |
|