Domani Wealth’s SPDR S&P Dividend ETF SDY Stock Holding History

Domani Wealth’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$2.53M	Hold	20,472	–	–	0.59%	27
2022 Q4	$2.56M	Sell	20,472 -49	-0.2%	-$6.13K	0.64%	26
2022 Q3	$2.29M	Sell	20,521 -10	-0%	-$1.12K	0.67%	25
2022 Q2	$2.44M	Buy	20,531 +710	+4%	+$84.3K	0.67%	25
2022 Q1	$2.54M	Sell	19,821 -303	-2%	-$38.8K	0.55%	29
2021 Q4	$2.6M	Buy	20,124 +187	+0.9%	+$24.1K	0.51%	28
2021 Q3	$2.34M	Sell	19,937 -551	-3%	-$64.8K	0.49%	28
2021 Q2	$2.51M	Sell	20,488 -528	-3%	-$64.6K	0.51%	28
2021 Q1	$2.48M	Sell	21,016 -336	-2%	-$39.7K	0.48%	28
2020 Q4	$2.26M	Sell	21,352 -547	-2%	-$57.9K	0.46%	28
2020 Q3	$2.02M	Sell	21,899 -2,034	-8%	-$188K	0.44%	28
2020 Q2	$2.18M	Buy	23,933 +4,007	+20%	+$365K	0.51%	27
2020 Q1	$1.59M	Buy	19,926 +1,684	+9%	+$134K	0.43%	31
2019 Q4	$1.96M	Sell	18,242 -17	-0.1%	-$1.83K	0.65%	28
2019 Q3	$1.87M	Buy	18,259 +3	+0%	+$308	0.68%	29
2019 Q2	$1.84M	Buy	18,256 +2	+0%	+$202	0.69%	28
2019 Q1	$1.82M	Sell	18,254 -3,020	-14%	-$300K	0.73%	26
2018 Q4	$1.9M	Sell	21,274 -1,551	-7%	-$139K	0.89%	23
2018 Q3	$2.24M	Sell	22,825 -3,192	-12%	-$313K	0.96%	22
2018 Q2	$2.41M	Sell	26,017 -1,049	-4%	-$97.3K	1.11%	21
2018 Q1	$2.47M	Sell	27,066 -3,551	-12%	-$324K	1.06%	20
2017 Q4	$2.89M	Sell	30,617 -3,121	-9%	-$295K	1.27%	18
2017 Q3	$3.08M	Sell	33,738 -8,528	-20%	-$779K	1.33%	18
2017 Q2	$3.76M	Sell	42,266 -2,938	-6%	-$261K	1.55%	16
2017 Q1	$3.98M	Sell	45,204 -6,786	-13%	-$598K	1.62%	16
2016 Q4	$4.45M	Sell	51,990 -11,425	-18%	-$977K	1.79%	15
2016 Q3	$5.35M	Sell	63,415 -10,306	-14%	-$869K	2.03%	13
2016 Q2	$6.19M	Sell	73,721 -13,642	-16%	-$1.14M	2.4%	9
2016 Q1	$6.99M	Buy	87,363 +1,657	+2%	+$133K	2.64%	8
2015 Q4	$6.31M	Sell	85,706 -8,052	-9%	-$592K	2.47%	10
2015 Q3	$6.77M	Sell	93,758 -17,518	-16%	-$1.26M	3.67%	8
2015 Q2	$8.48M	Buy	111,276 +101,580	+1,048%	+$7.74M	4.62%	6
2015 Q1	$124K	Buy	+9,696	New	+$124K	1.86%	10