Bison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $360K | Buy |
2,728
+6
| +0.2% | +$793 | 0.08% | 198 |
|
|
2024
Q3 | $387K | Buy |
+2,722
| New | +$387K | 0.06% | 277 |
|
|
2022
Q3 | – | Sell |
-473
| Closed | -$56K | – | 331 |
|
|
2022
Q2 | $56K | Hold |
473
| – | – | 0.03% | 223 |
|
|
2022
Q1 | $61K | Buy |
473
+1
| +0.2% | +$129 | 0.03% | 251 |
|
|
2021
Q4 | $61K | Sell |
472
-2,022
| -81% | -$261K | 0.04% | 235 |
|
|
2021
Q3 | $293K | Buy |
2,494
+1
| +0% | +$117 | 0.13% | 176 |
|
|
2021
Q2 | $305K | Buy |
2,493
+2,024
| +432% | +$248K | 0.13% | 181 |
|
|
2021
Q1 | $55K | Buy |
469
+1
| +0.2% | +$117 | 0.02% | 317 |
|
|
2020
Q4 | $50K | Buy |
468
+1
| +0.2% | +$107 | 0.02% | 294 |
|
|
2020
Q3 | $43K | Buy |
467
+1
| +0.2% | +$92 | 0.03% | 257 |
|
|
2020
Q2 | $43K | Sell |
466
-3,759
| -89% | -$347K | 0.03% | 259 |
|
|
2020
Q1 | $337K | Buy |
4,225
+736
| +21% | +$58.7K | 0.24% | 117 |
|
|
2019
Q4 | $375K | Sell |
3,489
-339
| -9% | -$36.4K | 0.18% | 144 |
|
|
2019
Q3 | $393K | Buy |
3,828
+301
| +9% | +$30.9K | 0.22% | 127 |
|
|
2019
Q2 | $356K | Buy |
3,527
+1,140
| +48% | +$115K | 0.21% | 136 |
|
|
2019
Q1 | $237K | Buy |
+2,387
| New | +$237K | 0.15% | 176 |
|