Bowman & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,860
| Closed | -$228K | – | 88 |
|
|
2023
Q2 | $228K | Sell |
1,860
-524
| -22% | -$64.2K | 0.17% | 84 |
|
|
2023
Q1 | $295K | Buy |
2,384
+5
| +0.2% | +$618 | 0.22% | 72 |
|
|
2022
Q4 | $298K | Buy |
2,379
+167
| +8% | +$20.9K | 0.23% | 74 |
|
|
2022
Q3 | $247K | Buy |
2,212
+93
| +4% | +$10.4K | 0.22% | 68 |
|
|
2022
Q2 | $252K | Sell |
2,119
-322
| -13% | -$38.3K | 0.22% | 72 |
|
|
2022
Q1 | $313K | Buy |
2,441
+242
| +11% | +$31K | 0.24% | 71 |
|
|
2021
Q4 | $285K | Buy |
+2,199
| New | +$285K | 0.22% | 70 |
|