Colonial Trust 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 | $30K | Buy |
221
+1
| +0.5% | +$136 | ﹤0.01% | 397 |
|
|
2025
Q1 | $29.8K | Buy |
220
+1
| +0.5% | +$136 | ﹤0.01% | 395 |
|
|
2024
Q4 | $28.9K | Buy |
+219
| New | +$28.9K | ﹤0.01% | 372 |
|
|
2024
Q2 | – | Sell |
-214
| Closed | -$28.1K | – | 986 |
|
|
2024
Q1 | $28.1K | Buy |
214
+1
| +0.5% | +$131 | ﹤0.01% | 411 |
|
|
2023
Q4 | $26.6K | Buy |
213
+2
| +0.9% | +$250 | ﹤0.01% | 387 |
|
|
2023
Q3 | $24.3K | Buy |
211
+1
| +0.5% | +$115 | ﹤0.01% | 404 |
|
|
2023
Q2 | $25.7K | Buy |
210
+1
| +0.5% | +$123 | ﹤0.01% | 408 |
|
|
2023
Q1 | $25.8K | Buy |
209
+2
| +1% | +$247 | ﹤0.01% | 402 |
|
|
2022
Q4 | $25.9K | Buy |
+207
| New | +$25.9K | ﹤0.01% | 403 |
|