Consolidated Planning Corp’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
Q4 | – | Sell |
-24,471
| Closed | -$2.81M | – | 182 |
|
|
2023
Q3 | $2.81M | Sell |
24,471
-1,836
| -7% | -$211K | 0.62% | 56 |
|
|
2023
Q2 | $3.23M | Buy |
26,307
+1,949
| +8% | +$239K | 0.68% | 52 |
|
|
2023
Q1 | $3.01M | Sell |
24,358
-7,392
| -23% | -$914K | 0.78% | 49 |
|
|
2022
Q4 | $3.97M | Sell |
31,750
-698
| -2% | -$87.3K | 1.1% | 27 |
|
|
2022
Q3 | $3.62M | Sell |
32,448
-540
| -2% | -$60.2K | 1.13% | 27 |
|
|
2022
Q2 | $3.92M | Buy |
+32,988
| New | +$3.92M | 1.22% | 23 |
|
|
2021
Q4 | – | Sell |
-352
| Closed | -$41K | – | 375 |
|
|
2021
Q3 | $41K | Buy |
+352
| New | +$41K | 0.03% | 181 |
|