Coppell Advisory Solutions’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
Q1 | – | Sell |
-709
| Closed | -$93.3K | – | 1567 |
|
|
2024
Q4 | $93.3K | Buy |
709
+442
| +166% | +$58.2K | 0.01% | 436 |
|
|
2024
Q3 | $37.8K | Buy |
267
+186
| +230% | +$26.4K | 0.01% | 641 |
|
|
2024
Q2 | $10.3K | Buy |
+81
| New | +$10.3K | ﹤0.01% | 993 |
|
|
2023
Q4 | $13K | Buy |
104
+59
| +131% | +$7.37K | ﹤0.01% | 872 |
|
|
2023
Q3 | $5.63K | Buy |
45
+35
| +350% | +$4.38K | ﹤0.01% | 700 |
|
|
2023
Q2 | $1.22K | Buy |
+10
| New | +$1.22K | ﹤0.01% | 1102 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$5.63K | – | 909 |
|
|
2022
Q4 | $5.63K | Buy |
+45
| New | +$5.63K | ﹤0.01% | 704 |
|