CDH
Charles D. Hyman’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $369K | Hold |
2,900
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $381K | Sell |
2,900
-488
| -14% | -$64.1K | 0.02% | 186 |
|
|
2023
Q4 | $423K | Sell |
3,388
-101
| -3% | -$12.6K | 0.03% | 175 |
|
|
2023
Q3 | $401K | Buy |
3,489
+100
| +3% | +$11.5K | 0.03% | 173 |
|
|
2023
Q2 | $415K | Sell |
3,389
-91
| -3% | -$11.1K | 0.03% | 178 |
|
|
2023
Q1 | $431K | Hold |
3,480
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $435K | Buy |
3,480
+239
| +7% | +$29.9K | 0.03% | 169 |
|
|
2022
Q3 | $361K | Buy |
3,241
+12
| +0.4% | +$1.34K | 0.03% | 172 |
|
|
2022
Q2 | $383K | Buy |
3,229
+174
| +6% | +$20.6K | 0.03% | 171 |
|
|
2022
Q1 | $391K | Buy |
3,055
+12
| +0.4% | +$1.54K | 0.02% | 184 |
|
|
2021
Q4 | $393K | Buy |
3,043
+15
| +0.5% | +$1.94K | 0.02% | 189 |
|
|
2021
Q3 | $356K | Buy |
3,028
+14
| +0.5% | +$1.65K | 0.02% | 184 |
|
|
2021
Q2 | $368K | Buy |
3,014
+13
| +0.4% | +$1.59K | 0.03% | 180 |
|
|
2021
Q1 | $354K | Buy |
3,001
+13
| +0.4% | +$1.53K | 0.03% | 180 |
|
|
2020
Q4 | $316K | Buy |
2,988
+19
| +0.6% | +$2.01K | 0.03% | 188 |
|
|
2020
Q3 | $274K | Buy |
2,969
+14
| +0.5% | +$1.29K | 0.02% | 188 |
|
|
2020
Q2 | $269K | Buy |
2,955
+15
| +0.5% | +$1.37K | 0.03% | 184 |
|
|
2020
Q1 | $235K | Buy |
2,940
+15
| +0.5% | +$1.2K | 0.03% | 161 |
|
|
2019
Q4 | $315K | Buy |
2,925
+14
| +0.5% | +$1.51K | 0.03% | 166 |
|
|
2019
Q3 | $299K | Buy |
2,911
+13
| +0.4% | +$1.34K | 0.03% | 152 |
|
|
2019
Q2 | $292K | Buy |
2,898
+11
| +0.4% | +$1.11K | 0.03% | 156 |
|
|
2019
Q1 | $287K | Buy |
2,887
+10
| +0.3% | +$994 | 0.03% | 158 |
|
|
2018
Q4 | $258K | Buy |
2,877
+14
| +0.5% | +$1.26K | 0.03% | 146 |
|
|
2018
Q3 | $280K | Buy |
2,863
+11
| +0.4% | +$1.08K | 0.03% | 147 |
|
|
2018
Q2 | $264K | Buy |
2,852
+12
| +0.4% | +$1.11K | 0.03% | 150 |
|
|
2018
Q1 | $259K | Buy |
2,840
+11
| +0.4% | +$1K | 0.03% | 146 |
|
|
2017
Q4 | $267K | Buy |
2,829
+54
| +2% | +$5.1K | 0.03% | 143 |
|
|
2017
Q3 | $253K | Buy |
2,775
+10
| +0.4% | +$912 | 0.03% | 131 |
|
|
2017
Q2 | $246K | Buy |
+2,765
| New | +$246K | 0.03% | 126 |
|