Cornerstone Planning Group’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 | $14.9K | Hold |
108
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $14K | Hold |
108
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $14.7K | Sell |
108
-4
| -4% | -$545 | ﹤0.01% | 359 |
|
|
2024
Q3 | $15.6K | Hold |
112
| – | – | ﹤0.01% | 343 |
|
|
2024
Q2 | $14.7K | Hold |
112
| – | – | ﹤0.01% | 367 |
|
|
2024
Q1 | $14.4K | Sell |
112
-110
| -50% | -$14.1K | ﹤0.01% | 342 |
|
|
2023
Q4 | $27.7K | Sell |
222
-94
| -30% | -$11.7K | 0.01% | 278 |
|
|
2023
Q3 | $36.3K | Buy |
316
+1
| +0.3% | +$115 | 0.01% | 214 |
|
|
2023
Q2 | $38.6K | Buy |
+315
| New | +$38.6K | 0.02% | 289 |
|
|
2022
Q4 | $649K | Buy |
+5,197
| New | +$649K | 0.27% | 50 |
|