Family Asset 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
Q3 | $1.25M | Sell |
8,795
-28
| -0.3% | -$3.98K | 0.75% | 31 |
|
|
2024
Q2 | $1.12M | Sell |
8,823
-13
| -0.1% | -$1.65K | 0.72% | 31 |
|
|
2024
Q1 | $1.16M | Sell |
8,836
-2,186
| -20% | -$287K | 0.72% | 37 |
|
|
2023
Q4 | $1.38M | Buy |
11,022
+10,592
| +2,463% | +$1.32M | 0.92% | 27 |
|
|
2023
Q3 | $49.5K | Hold |
430
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $52.7K | Buy |
430
+48
| +13% | +$5.89K | 0.04% | 137 |
|
|
2023
Q1 | $47.3K | Buy |
382
+353
| +1,217% | +$43.7K | 0.03% | 133 |
|
|
2022
Q4 | $3.65K | Buy |
+29
| New | +$3.65K | ﹤0.01% | 149 |
|