Comprehensive Financial Consultants Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,414
| Closed | -$201K | – | 176 |
|
|
2024
Q3 | $201K | Buy |
+1,414
| New | +$201K | 0.07% | 164 |
|
|
2023
Q3 | – | Sell |
-2,062
| Closed | -$254K | – | 164 |
|
|
2023
Q2 | $254K | Sell |
2,062
-91
| -4% | -$11.2K | 0.13% | 139 |
|
|
2023
Q1 | $266K | Sell |
2,153
-51
| -2% | -$6.31K | 0.15% | 135 |
|
|
2022
Q4 | $285K | Sell |
2,204
-13
| -0.6% | -$1.68K | 0.17% | 128 |
|
|
2022
Q3 | $256K | Hold |
2,217
| – | – | 0.17% | 133 |
|
|
2022
Q2 | $263K | Sell |
2,217
-156
| -7% | -$18.5K | 0.19% | 131 |
|
|
2022
Q1 | $297K | Hold |
2,373
| – | – | 0.21% | 126 |
|
|
2021
Q4 | $297K | Buy |
+2,373
| New | +$297K | 0.19% | 122 |
|