Burney 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,934
| Closed | -$242K | – | 619 |
|
|
2023
Q4 | $242K | Sell |
1,934
-1
| -0.1% | -$125 | 0.01% | 532 |
|
|
2023
Q3 | $223K | Hold |
1,935
| – | – | 0.01% | 525 |
|
|
2023
Q2 | $237K | Sell |
1,935
-59
| -3% | -$7.23K | 0.01% | 524 |
|
|
2023
Q1 | $247K | Buy |
1,994
+2
| +0.1% | +$247 | 0.01% | 512 |
|
|
2022
Q4 | $249K | Hold |
1,992
| – | – | 0.01% | 501 |
|
|
2022
Q3 | $222K | Hold |
1,992
| – | – | 0.01% | 516 |
|
|
2022
Q2 | $236K | Hold |
1,992
| – | – | 0.01% | 501 |
|
|
2022
Q1 | $255K | Hold |
1,992
| – | – | 0.01% | 521 |
|
|
2021
Q4 | $257K | Hold |
1,992
| – | – | 0.01% | 524 |
|
|
2021
Q3 | $234K | Sell |
1,992
-229
| -10% | -$26.9K | 0.01% | 531 |
|
|
2021
Q2 | $272K | Hold |
2,221
| – | – | 0.01% | 516 |
|
|
2021
Q1 | $262K | Buy |
2,221
+229
| +11% | +$27K | 0.01% | 502 |
|
|
2020
Q4 | $211K | Buy |
+1,992
| New | +$211K | 0.01% | 501 |
|