Chicago 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-984
| Closed | -$123K | – | 49 |
|
|
2022
Q4 | $123K | Sell |
984
-67,771
| -99% | -$8.48M | 0.11% | 40 |
|
|
2022
Q3 | $7.67M | Buy |
68,755
+5,513
| +9% | +$615K | 7.34% | 7 |
|
|
2022
Q2 | $7.51M | Buy |
63,242
+3,804
| +6% | +$451K | 6.7% | 9 |
|
|
2022
Q1 | $7.62M | Buy |
59,438
+608
| +1% | +$77.9K | 5.11% | 12 |
|
|
2021
Q4 | $7.6M | Buy |
58,830
+54,504
| +1,260% | +$7.04M | 5.09% | 10 |
|
|
2021
Q3 | $509K | Buy |
+4,326
| New | +$509K | 0.37% | 28 |
|