Capstone Wealth Management Group (Pennsylvania)’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 | $2.6M | Sell |
19,164
-3,191
| -14% | -$433K | 2.5% | 9 |
|
|
2025
Q1 | $3.03M | Sell |
22,355
-14,387
| -39% | -$1.95M | 1.73% | 18 |
|
|
2024
Q4 | $4.85M | Buy |
36,742
+29
| +0.1% | +$3.83K | 2.6% | 12 |
|
|
2024
Q3 | $5.21M | Buy |
36,713
+145
| +0.4% | +$20.6K | 3.09% | 9 |
|
|
2024
Q2 | $4.65M | Buy |
36,568
+1,425
| +4% | +$181K | 3.04% | 9 |
|
|
2024
Q1 | $4.61M | Sell |
35,143
-4,504
| -11% | -$591K | 3.31% | 8 |
|
|
2023
Q4 | $4.95M | Sell |
39,647
-346
| -0.9% | -$43.2K | 4.69% | 6 |
|
|
2023
Q3 | $4.6M | Sell |
39,993
-783
| -2% | -$90.1K | 4.76% | 6 |
|
|
2023
Q2 | $5M | Sell |
40,776
-32,906
| -45% | -$4.03M | 5.16% | 6 |
|
|
2023
Q1 | $9.12M | Sell |
73,682
-2,375
| -3% | -$294K | 10.1% | 3 |
|
|
2022
Q4 | $9.52M | Sell |
76,057
-2,611
| -3% | -$327K | 10.24% | 2 |
|
|
2022
Q3 | $8.77M | Buy |
78,668
+397
| +0.5% | +$44.3K | 11.22% | 2 |
|
|
2022
Q2 | $9.29M | Buy |
78,271
+610
| +0.8% | +$72.4K | 11.2% | 2 |
|
|
2022
Q1 | $9.95M | Buy |
77,661
+1,568
| +2% | +$201K | 9.94% | 2 |
|
|
2021
Q4 | $9.83M | Buy |
+76,093
| New | +$9.83M | 7.99% | 4 |
|