Cascade Financial 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 | $733K | Sell |
5,402
-81
| -1% | -$11K | 0.09% | 136 |
|
|
2025
Q1 | $744K | Sell |
5,483
-52
| -0.9% | -$7.06K | 0.09% | 126 |
|
|
2024
Q4 | $731K | Buy |
5,535
+66
| +1% | +$8.72K | 0.1% | 121 |
|
|
2024
Q3 | $773K | Buy |
5,469
+300
| +6% | +$42.4K | 0.1% | 117 |
|
|
2024
Q2 | $657K | Hold |
5,169
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $651K | Buy |
+5,169
| New | +$651K | 0.09% | 123 |
|