Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-108
| Closed | -$13.2K | – | 530 |
|
|
2023
Q2 | $13.2K | Hold |
108
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $13.4K | Hold |
108
| – | – | 0.01% | 323 |
|
|
2022
Q4 | $13.5K | Hold |
108
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $12K | Hold |
108
| – | – | 0.01% | 315 |
|
|
2022
Q2 | $13K | Hold |
108
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $14K | Sell |
108
-123
| -53% | -$15.9K | 0.01% | 342 |
|
|
2021
Q4 | $30K | Buy |
+231
| New | +$30K | 0.02% | 280 |
|