CIG
Cascade Investment Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
2,043
-50
| -2% | -$6.79K | 0.19% | 109 |
|
|
2025
Q1 | $284K | Sell |
2,093
-50
| -2% | -$6.78K | 0.22% | 104 |
|
|
2024
Q4 | $283K | Hold |
2,143
| – | – | 0.2% | 112 |
|
|
2024
Q3 | $304K | Sell |
2,143
-176
| -8% | -$25K | 0.22% | 99 |
|
|
2024
Q2 | $295K | Sell |
2,319
-150
| -6% | -$19.1K | 0.23% | 97 |
|
|
2024
Q1 | $324K | Sell |
2,469
-99
| -4% | -$13K | 0.24% | 95 |
|
|
2023
Q4 | $321K | Sell |
2,568
-110
| -4% | -$13.7K | 0.26% | 88 |
|
|
2023
Q3 | $308K | Buy |
2,678
+60
| +2% | +$6.9K | 0.29% | 80 |
|
|
2023
Q2 | $321K | Sell |
2,618
-29
| -1% | -$3.55K | 0.29% | 87 |
|
|
2023
Q1 | $327K | Hold |
2,647
| – | – | 0.32% | 83 |
|
|
2022
Q4 | $331K | Buy |
+2,647
| New | +$331K | 0.34% | 81 |
|