Centurion Wealth Management’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
Q1 | – | Sell |
-1,704
| Closed | -$213K | – | 195 |
|
|
2023
Q4 | $213K | Buy |
+1,704
| New | +$213K | 0.09% | 154 |
|
|
2023
Q3 | – | Sell |
-1,704
| Closed | -$209K | – | 166 |
|
|
2023
Q2 | $209K | Hold |
1,704
| – | – | 0.1% | 143 |
|
|
2023
Q1 | $211K | Hold |
1,704
| – | – | 0.11% | 138 |
|
|
2022
Q4 | $213K | Buy |
+1,704
| New | +$213K | 0.12% | 140 |
|