Boston Financial Management’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 | $371K | Hold |
2,809
| – | – | 0.01% | 268 |
|
|
2024
Q3 | $399K | Hold |
2,809
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $357K | Hold |
2,809
| – | – | 0.01% | 267 |
|
|
2024
Q1 | $369K | Hold |
2,809
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $351K | Hold |
2,809
| – | – | 0.01% | 269 |
|
|
2023
Q3 | $323K | Hold |
2,809
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $344K | Sell |
2,809
-1,121
| -29% | -$137K | 0.01% | 262 |
|
|
2023
Q1 | $486K | Hold |
3,930
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $492K | Hold |
3,930
| – | – | 0.02% | 224 |
|
|
2022
Q3 | $438K | Sell |
3,930
-90
| -2% | -$10K | 0.02% | 224 |
|
|
2022
Q2 | $477K | Buy |
4,020
+1,850
| +85% | +$220K | 0.02% | 208 |
|
|
2022
Q1 | $278K | Buy |
+2,170
| New | +$278K | 0.01% | 250 |
|