BDF
Black Diamond Financial’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
7,853
-29,415
| -79% | -$3.99M | 0.17% | 63 |
|
|
2025
Q1 | $5.06M | Sell |
37,268
-2,999
| -7% | -$407K | 0.76% | 33 |
|
|
2024
Q4 | $5.32M | Sell |
40,267
-2,880
| -7% | -$380K | 0.8% | 33 |
|
|
2024
Q3 | $6.13M | Hold |
43,147
| – | – | 1.04% | 29 |
|
|
2024
Q2 | $5.49M | Buy |
43,147
+35,959
| +500% | +$4.57M | 1.06% | 28 |
|
|
2024
Q1 | $898K | Hold |
7,188
| – | – | 0.24% | 49 |
|
|
2023
Q4 | $898K | Hold |
7,188
| – | – | 0.24% | 49 |
|
|
2023
Q3 | $827K | Hold |
7,188
| – | – | 0.25% | 48 |
|
|
2023
Q2 | $881K | Hold |
7,188
| – | – | 0.26% | 50 |
|
|
2023
Q1 | $889K | Hold |
7,188
| – | – | 0.29% | 45 |
|
|
2022
Q4 | $899K | Hold |
7,188
| – | – | 0.33% | 42 |
|
|
2022
Q3 | $801K | Sell |
7,188
-32
| -0.4% | -$3.57K | 0.32% | 44 |
|
|
2022
Q2 | $857K | Hold |
7,220
| – | – | 0.34% | 47 |
|
|
2022
Q1 | $925K | Buy |
+7,220
| New | +$925K | 0.29% | 50 |
|