CAN
Claraphi Advisory Network’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $669K | Buy |
5,350
+2,656
| +99% | +$332K | 0.27% | 105 |
|
|
2022
Q3 | $300K | Sell |
2,694
-4,086
| -60% | -$455K | 0.16% | 141 |
|
|
2022
Q2 | $805K | Buy |
6,780
+301
| +5% | +$35.7K | 0.28% | 78 |
|
|
2022
Q1 | $830K | Buy |
6,479
+2,032
| +46% | +$260K | 0.24% | 90 |
|
|
2021
Q4 | $574K | Sell |
4,447
-181
| -4% | -$23.4K | 0.2% | 132 |
|
|
2021
Q3 | $544K | Sell |
4,628
-9
| -0.2% | -$1.06K | 0.19% | 126 |
|
|
2021
Q2 | $567K | Buy |
4,637
+28
| +0.6% | +$3.42K | 0.17% | 138 |
|
|
2021
Q1 | $544K | Sell |
4,609
-287
| -6% | -$33.9K | 0.15% | 148 |
|
|
2020
Q4 | $519K | Buy |
4,896
+6
| +0.1% | +$636 | 0.14% | 138 |
|
|
2020
Q3 | $452K | Buy |
4,890
+2,399
| +96% | +$222K | 0.16% | 126 |
|
|
2020
Q2 | $227K | Sell |
2,491
-2,748
| -52% | -$250K | 0.1% | 208 |
|
|
2020
Q1 | $418K | Buy |
5,239
+2,371
| +83% | +$189K | 0.2% | 98 |
|
|
2019
Q4 | $309K | Sell |
2,868
-204
| -7% | -$22K | 0.19% | 131 |
|
|
2019
Q3 | $315K | Buy |
3,072
+358
| +13% | +$36.7K | 0.19% | 124 |
|
|
2019
Q2 | $274K | Buy |
2,714
+179
| +7% | +$18.1K | 0.16% | 167 |
|
|
2019
Q1 | $252K | Buy |
2,535
+10
| +0.4% | +$994 | 0.16% | 165 |
|
|
2018
Q4 | $226K | Sell |
2,525
-88
| -3% | -$7.88K | 0.17% | 163 |
|
|
2018
Q3 | $256K | Buy |
2,613
+29
| +1% | +$2.84K | 0.14% | 199 |
|
|
2018
Q2 | $240K | Buy |
2,584
+165
| +7% | +$15.3K | 0.15% | 201 |
|
|
2018
Q1 | $221K | Buy |
2,419
+139
| +6% | +$12.7K | 0.16% | 211 |
|
|
2017
Q4 | $215K | Buy |
+2,280
| New | +$215K | 0.17% | 196 |
|