DHJJ Financial Advisors’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 | $448K | Hold |
3,302
| – | – | 0.16% | 107 |
|
|
2025
Q1 | $448K | Sell |
3,302
-75
| -2% | -$10.2K | 0.18% | 93 |
|
|
2024
Q4 | $446K | Sell |
3,377
-278
| -8% | -$36.7K | 0.17% | 99 |
|
|
2024
Q3 | $519K | Hold |
3,655
| – | – | 0.21% | 88 |
|
|
2024
Q2 | $465K | Sell |
3,655
-188
| -5% | -$23.9K | 0.2% | 90 |
|
|
2024
Q1 | $504K | Sell |
3,843
-50
| -1% | -$6.56K | 0.22% | 78 |
|
|
2023
Q4 | $486K | Sell |
3,893
-1,520
| -28% | -$190K | 0.23% | 79 |
|
|
2023
Q3 | $622K | Buy |
5,413
+6
| +0.1% | +$690 | 0.32% | 59 |
|
|
2023
Q2 | $663K | Sell |
5,407
-25
| -0.5% | -$3.07K | 0.35% | 64 |
|
|
2023
Q1 | $672K | Buy |
5,432
+5
| +0.1% | +$619 | 0.36% | 57 |
|
|
2022
Q4 | $679K | Buy |
5,427
+6
| +0.1% | +$751 | 0.39% | 57 |
|
|
2022
Q3 | $604K | Buy |
5,421
+5
| +0.1% | +$557 | 0.35% | 64 |
|
|
2022
Q2 | $643K | Buy |
5,416
+51
| +1% | +$6.06K | 0.36% | 59 |
|
|
2022
Q1 | $695K | Buy |
5,365
+1,664
| +45% | +$216K | 0.33% | 63 |
|
|
2021
Q4 | $478K | Buy |
3,701
+116
| +3% | +$15K | 0.22% | 82 |
|
|
2021
Q3 | $421K | Buy |
3,585
+216
| +6% | +$25.4K | 0.22% | 85 |
|
|
2021
Q2 | $412K | Buy |
3,369
+4
| +0.1% | +$489 | 0.22% | 85 |
|
|
2021
Q1 | $397K | Buy |
3,365
+6
| +0.2% | +$708 | 0.23% | 76 |
|
|
2020
Q4 | $356K | Buy |
+3,359
| New | +$356K | 0.22% | 72 |
|