Clarkston Capital Partners’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
Q4 | – | Sell |
-975
| Closed | -$112K | – | 172 |
|
|
2023
Q3 | $112K | Buy |
975
+175
| +22% | +$20.1K | ﹤0.01% | 141 |
|
|
2023
Q2 | $98.1K | Hold |
800
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $99K | Sell |
800
-100
| -11% | -$12.4K | ﹤0.01% | 151 |
|
|
2022
Q4 | $113K | Hold |
900
| – | – | ﹤0.01% | 161 |
|
|
2022
Q3 | $100K | Hold |
900
| – | – | ﹤0.01% | 160 |
|
|
2022
Q2 | $107K | Hold |
900
| – | – | ﹤0.01% | 170 |
|
|
2022
Q1 | $115K | Buy |
+900
| New | +$115K | ﹤0.01% | 175 |
|