Cedar Brook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,229
| Closed | -$279K | – | 404 |
|
|
2022
Q4 | $279K | Sell |
2,229
-69
| -3% | -$8.63K | 0.08% | 277 |
|
|
2022
Q3 | $256K | Buy |
+2,298
| New | +$256K | 0.08% | 270 |
|
|
2022
Q2 | – | Sell |
-1,739
| Closed | -$223K | – | 387 |
|
|
2022
Q1 | $223K | Sell |
1,739
-261
| -13% | -$33.5K | 0.06% | 340 |
|
|
2021
Q4 | $258K | Buy |
+2,000
| New | +$258K | 0.07% | 312 |
|