DAS
Diversify Advisory Services’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,486
| Closed | -$449K | – | 680 |
|
|
2024
Q4 | $449K | Sell |
3,486
-1,400
| -29% | -$180K | 0.02% | 379 |
|
|
2024
Q3 | $691K | Sell |
4,886
-24
| -0.5% | -$3.39K | 0.04% | 316 |
|
|
2024
Q2 | $620K | Buy |
4,910
+1,280
| +35% | +$162K | 0.03% | 340 |
|
|
2024
Q1 | $474K | Buy |
+3,630
| New | +$474K | 0.03% | 441 |
|