BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
3,432
+4
| +0.1% | +$543 | 0.06% | 172 |
|
|
2025
Q1 | $465K | Buy |
3,428
+4
| +0.1% | +$543 | 0.07% | 162 |
|
|
2024
Q4 | $452K | Buy |
+3,424
| New | +$452K | 0.07% | 178 |
|
|
2024
Q3 | – | Sell |
-2,073
| Closed | -$264K | – | 323 |
|
|
2024
Q2 | $264K | Buy |
2,073
+4
| +0.2% | +$509 | 0.04% | 235 |
|
|
2024
Q1 | $272K | Buy |
+2,069
| New | +$272K | 0.05% | 235 |
|