BDFN
Bond & Devick Financial Network’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 | $558K | Sell |
4,108
-60
| -1% | -$8.14K | 0.19% | 80 |
|
2025
Q1 | $566K | Sell |
4,168
-145
| -3% | -$19.7K | 0.21% | 73 |
|
2024
Q4 | $613K | Hold |
4,313
| – | – | 0.26% | 70 |
|
2024
Q3 | $613K | Hold |
4,313
| – | – | 0.26% | 70 |
|
2024
Q2 | $549K | Hold |
4,313
| – | – | 0.29% | 66 |
|
2024
Q1 | $566K | Hold |
4,313
| – | – | 0.31% | 65 |
|
2023
Q4 | $539K | Sell |
4,313
-1,883
| -30% | -$235K | 0.31% | 64 |
|
2023
Q3 | $713K | Sell |
6,196
-1
| -0% | -$115 | 0.46% | 47 |
|
2023
Q2 | $760K | Hold |
6,197
| – | – | 0.47% | 45 |
|
2023
Q1 | $767K | Hold |
6,197
| – | – | 0.49% | 44 |
|
2022
Q4 | $775K | Hold |
6,197
| – | – | 0.55% | 39 |
|
2022
Q3 | $691K | Hold |
6,197
| – | – | 0.57% | 44 |
|
2022
Q2 | $736K | Buy |
6,197
+352
| +6% | +$41.8K | 0.64% | 41 |
|
2022
Q1 | $749K | Sell |
5,845
-3
| -0.1% | -$384 | 0.6% | 43 |
|
2021
Q4 | $755K | Hold |
5,848
| – | – | 0.57% | 42 |
|
2021
Q3 | $687K | Hold |
5,848
| – | – | 0.57% | 45 |
|
2021
Q2 | $715K | Buy |
5,848
+1,793
| +44% | +$219K | 0.59% | 43 |
|
2021
Q1 | $479K | Sell |
4,055
-140
| -3% | -$16.5K | 0.44% | 54 |
|
2020
Q4 | $444K | Buy |
+4,195
| New | +$444K | 0.51% | 52 |
|