Daymark Wealth Partners’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 | $1.49M | Buy |
10,987
+84
| +0.8% | +$11.4K | 0.06% | 211 |
|
2025
Q1 | $1.48M | Buy |
10,903
+59
| +0.5% | +$8.01K | 0.06% | 194 |
|
2024
Q4 | $1.43M | Sell |
10,844
-2,126
| -16% | -$281K | 0.06% | 196 |
|
2024
Q3 | $1.84M | Sell |
12,970
-715
| -5% | -$102K | 0.08% | 173 |
|
2024
Q2 | $1.74M | Buy |
13,685
+11,590
| +553% | +$1.47M | 0.08% | 170 |
|
2024
Q1 | $275K | Buy |
+2,095
| New | +$275K | 0.01% | 361 |
|