Bernardo Wealth Planning’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 | $320K | Hold |
2,358
| – | – | 0.07% | 89 |
|
|
2025
Q1 | $320K | Hold |
2,358
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $304K | Hold |
2,358
| – | – | 0.07% | 87 |
|
|
2024
Q3 | $338K | Hold |
2,358
| – | – | 0.08% | 84 |
|
|
2024
Q2 | $300K | Sell |
2,358
-23
| -1% | -$2.93K | 0.08% | 79 |
|
|
2024
Q1 | $312K | Hold |
2,381
| – | – | 0.09% | 78 |
|
|
2023
Q4 | $298K | Buy |
2,381
+368
| +18% | +$46K | 0.09% | 73 |
|
|
2023
Q3 | $232K | Buy |
2,013
+117
| +6% | +$13.5K | 0.09% | 74 |
|
|
2023
Q2 | $232K | Hold |
1,896
| – | – | 0.09% | 75 |
|
|
2023
Q1 | $235K | Buy |
+1,896
| New | +$235K | 0.1% | 75 |
|
|
2019
Q4 | – | Sell |
-2,072
| Closed | -$212K | – | 169 |
|
|
2019
Q3 | $212K | Buy |
+2,072
| New | +$212K | 0.15% | 144 |
|