Clarity Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
3,113
+4
| +0.1% | +$543 | 0.1% | 69 |
|
|
2025
Q1 | $422K | Sell |
3,109
-46
| -1% | -$6.24K | 0.12% | 62 |
|
|
2024
Q4 | $417K | Buy |
3,155
+641
| +25% | +$84.7K | 0.11% | 66 |
|
|
2024
Q3 | $357K | Hold |
2,514
| – | – | 0.1% | 71 |
|
|
2024
Q2 | $320K | Hold |
2,514
| – | – | 0.1% | 74 |
|
|
2024
Q1 | $330K | Buy |
2,514
+75
| +3% | +$9.84K | 0.11% | 73 |
|
|
2023
Q4 | $305K | Sell |
2,439
-385
| -14% | -$48.1K | 0.12% | 71 |
|
|
2023
Q3 | $325K | Sell |
2,824
-159
| -5% | -$18.3K | 0.15% | 55 |
|
|
2023
Q2 | $366K | Hold |
2,983
| – | – | 0.16% | 54 |
|
|
2023
Q1 | $369K | Hold |
2,983
| – | – | 0.19% | 49 |
|
|
2022
Q4 | $373K | Buy |
2,983
+285
| +11% | +$35.7K | 0.22% | 47 |
|
|
2022
Q3 | $300K | Hold |
2,698
| – | – | 0.18% | 48 |
|
|
2022
Q2 | $320K | Buy |
2,698
+45
| +2% | +$5.34K | 0.18% | 49 |
|
|
2022
Q1 | $339K | Sell |
2,653
-54
| -2% | -$6.9K | 0.16% | 51 |
|
|
2021
Q4 | $349K | Hold |
2,707
| – | – | 0.16% | 51 |
|
|
2021
Q3 | $318K | Buy |
+2,707
| New | +$318K | 0.16% | 53 |
|
|
2020
Q1 | – | Sell |
-2,100
| Closed | -$225K | – | 65 |
|
|
2019
Q4 | $225K | Buy |
+2,100
| New | +$225K | 0.19% | 60 |
|