CFA
Compass Financial Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,786
| Closed | -$345K | – | 82 |
|
|
2023
Q1 | $345K | Buy |
2,786
+13
| +0.5% | +$1.61K | 0.44% | 78 |
|
|
2022
Q4 | $347K | Buy |
2,773
+14
| +0.5% | +$1.75K | 0.47% | 74 |
|
|
2022
Q3 | $308K | Buy |
2,759
+113
| +4% | +$12.6K | 0.46% | 77 |
|
|
2022
Q2 | $314K | Buy |
2,646
+12
| +0.5% | +$1.42K | 0.43% | 83 |
|
|
2022
Q1 | $337K | Buy |
2,634
+8
| +0.3% | +$1.02K | 0.37% | 94 |
|
|
2021
Q4 | $339K | Buy |
+2,626
| New | +$339K | 0.37% | 88 |
|