Carmel Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,866
| Closed | -$265K | – | 167 |
|
|
2024
Q3 | $265K | Buy |
+1,866
| New | +$265K | 0.1% | 141 |
|
|
2023
Q4 | – | Sell |
-92
| Closed | -$10.6K | – | 587 |
|
|
2023
Q3 | $10.6K | Hold |
92
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $11.3K | Hold |
92
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $11.4K | Buy |
+92
| New | +$11.4K | 0.01% | 320 |
|