Denver Wealth Management’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 | $3.43M | Sell |
25,239
-926
| -4% | -$126K | 1.42% | 13 |
|
|
2025
Q1 | $3.55M | Sell |
26,165
-5,725
| -18% | -$777K | 1.62% | 14 |
|
|
2024
Q4 | $4.21M | Buy |
31,890
+524
| +2% | +$69.2K | 1.9% | 13 |
|
|
2024
Q3 | $4.46M | Buy |
31,366
+1,008
| +3% | +$143K | 2.06% | 12 |
|
|
2024
Q2 | $3.86M | Sell |
30,358
-3,032
| -9% | -$386K | 1.93% | 12 |
|
|
2024
Q1 | $4.38M | Sell |
33,390
-46,189
| -58% | -$6.06M | 2.24% | 13 |
|
|
2023
Q4 | $9.94M | Buy |
79,579
+2,344
| +3% | +$293K | 5.63% | 3 |
|
|
2023
Q3 | $8.88M | Buy |
77,235
+2,814
| +4% | +$324K | 5.75% | 3 |
|
|
2023
Q2 | $9.12M | Sell |
74,421
-2,884
| -4% | -$354K | 6.37% | 3 |
|
|
2023
Q1 | $9.56M | Sell |
77,305
-9,170
| -11% | -$1.13M | 6.64% | 3 |
|
|
2022
Q4 | $10.8M | Buy |
86,475
+5,865
| +7% | +$734K | 8.08% | 3 |
|
|
2022
Q3 | $8.99M | Buy |
80,610
+14,418
| +22% | +$1.61M | 8.52% | 3 |
|
|
2022
Q2 | $7.86M | Buy |
+66,192
| New | +$7.86M | 8.2% | 3 |
|
|
2021
Q4 | $8.49M | Buy |
+65,759
| New | +$8.49M | 8.15% | 4 |
|
|
2021
Q1 | $8.35M | Buy |
+65,145
| New | +$8.35M | 8.8% | 3 |
|