Fairfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43
| Closed | -$6.06K | – | 277 |
|
|
2024
Q3 | $6.06K | Buy |
43
+1
| +2% | +$141 | ﹤0.01% | 242 |
|
|
2024
Q2 | $5.4K | Buy |
+42
| New | +$5.4K | ﹤0.01% | 238 |
|
|
2023
Q4 | $5.24K | Hold |
42
| – | – | ﹤0.01% | 267 |
|
|
2023
Q3 | $4.79K | Buy |
42
+1
| +2% | +$114 | ﹤0.01% | 257 |
|
|
2023
Q2 | $5.07K | Hold |
41
| – | – | ﹤0.01% | 271 |
|
|
2023
Q1 | $5.01K | Hold |
41
| – | – | ﹤0.01% | 271 |
|
|
2022
Q4 | $5.11K | Hold |
41
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $4.52K | Buy |
41
+1
| +3% | +$110 | ﹤0.01% | 259 |
|
|
2022
Q2 | $4.78K | Buy |
+40
| New | +$4.78K | ﹤0.01% | 244 |
|