Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,083
| Closed | -$438K | – | 273 |
|
|
2024
Q3 | $438K | Sell |
3,083
-539
| -15% | -$76.6K | 0.03% | 183 |
|
|
2024
Q2 | $461K | Sell |
3,622
-90
| -2% | -$11.4K | 0.08% | 83 |
|
|
2024
Q1 | $485K | Buy |
+3,712
| New | +$485K | 0.04% | 153 |
|
|
2019
Q3 | – | Sell |
-719
| Closed | -$73K | – | 664 |
|
|
2019
Q2 | $73K | Buy |
719
+2
| +0.3% | +$203 | 0.01% | 243 |
|
|
2019
Q1 | $71K | Hold |
717
| – | – | 0.01% | 227 |
|
|
2018
Q4 | $64K | Buy |
+717
| New | +$64K | 0.01% | 247 |
|