Bleakley Financial Group’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 |
-3,454
| Closed | -$439K | – | 1078 |
|
|
2024
Q2 | $439K | Sell |
3,454
-344
| -9% | -$43.8K | 0.01% | 644 |
|
|
2024
Q1 | $498K | Sell |
3,798
-161
| -4% | -$21.1K | 0.01% | 611 |
|
|
2023
Q4 | $495K | Sell |
3,959
-295
| -7% | -$36.9K | 0.02% | 591 |
|
|
2023
Q3 | $489K | Buy |
4,254
+22
| +0.5% | +$2.53K | 0.02% | 543 |
|
|
2023
Q2 | $519K | Sell |
4,232
-11
| -0.3% | -$1.35K | 0.02% | 572 |
|
|
2023
Q1 | $525K | Sell |
4,243
-231
| -5% | -$28.6K | 0.02% | 556 |
|
|
2022
Q4 | $560K | Buy |
+4,474
| New | +$560K | 0.02% | 524 |
|