Clear Perspectives Financial Planning’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 | $7.31M | Sell |
59,084
-1,491
| -2% | -$184K | 4.1% | 11 |
|
|
2022
Q4 | $7.58M | Buy |
60,575
+6,846
| +13% | +$856K | 4.03% | 7 |
|
|
2022
Q3 | $5.99M | Buy |
53,729
+3,692
| +7% | +$412K | 2.94% | 9 |
|
|
2022
Q2 | $5.94M | Buy |
50,037
+49,979
| +86,171% | +$5.93M | 2.32% | 12 |
|
|
2022
Q1 | $7K | Buy |
58
+39
| +205% | +$4.71K | ﹤0.01% | 178 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 213 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 203 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 192 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 175 |
|
|
2020
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 172 |
|