CVA Family Office’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 | $17K | Hold |
125
| – | – | ﹤0.01% | 723 |
|
2025
Q1 | $17K | Hold |
125
| – | – | ﹤0.01% | 709 |
|
2024
Q4 | $16.5K | Hold |
125
| – | – | ﹤0.01% | 709 |
|
2024
Q3 | $17.8K | Hold |
125
| – | – | ﹤0.01% | 672 |
|
2024
Q2 | $15.9K | Hold |
125
| – | – | ﹤0.01% | 678 |
|
2024
Q1 | $16.4K | Hold |
125
| – | – | ﹤0.01% | 676 |
|
2023
Q4 | $15.6K | Buy |
+125
| New | +$15.6K | ﹤0.01% | 662 |
|
2023
Q3 | – | Sell |
-125
| Closed | -$15.3K | – | 814 |
|
2023
Q2 | $15.3K | Hold |
125
| – | – | ﹤0.01% | 660 |
|
2023
Q1 | $15.5K | Hold |
125
| – | – | ﹤0.01% | 635 |
|
2022
Q4 | $15.6K | Hold |
125
| – | – | ﹤0.01% | 605 |
|
2022
Q3 | $14K | Hold |
125
| – | – | ﹤0.01% | 587 |
|
2022
Q2 | $15K | Hold |
125
| – | – | ﹤0.01% | 592 |
|
2022
Q1 | $16K | Hold |
125
| – | – | ﹤0.01% | 614 |
|
2021
Q4 | $16K | Hold |
125
| – | – | ﹤0.01% | 564 |
|
2021
Q3 | $12K | Hold |
125
| – | – | 0.01% | 287 |
|
2021
Q2 | $15K | Hold |
125
| – | – | ﹤0.01% | 586 |
|
2021
Q1 | $15K | Hold |
125
| – | – | 0.01% | 466 |
|
2020
Q4 | $13K | Hold |
125
| – | – | 0.01% | 287 |
|
2020
Q3 | $12K | Hold |
125
| – | – | 0.01% | 287 |
|
2020
Q2 | $11K | Hold |
125
| – | – | 0.01% | 254 |
|
2020
Q1 | $10K | Buy |
+125
| New | +$10K | 0.01% | 240 |
|