Financial Freedom LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-803
| Closed | -$106K | – | 368 |
|
|
2024
Q4 | $106K | Sell |
803
-581
| -42% | -$76.8K | 0.06% | 127 |
|
|
2024
Q3 | $197K | Sell |
1,384
-944
| -41% | -$134K | 0.1% | 103 |
|
|
2024
Q2 | $296K | Sell |
2,328
-557
| -19% | -$70.8K | 0.17% | 79 |
|
|
2024
Q1 | $379K | Sell |
2,885
-1,923
| -40% | -$252K | 0.22% | 74 |
|
|
2023
Q4 | $601K | Sell |
4,808
-137
| -3% | -$17.1K | 0.38% | 52 |
|
|
2023
Q3 | $569K | Sell |
4,945
-43
| -0.9% | -$4.95K | 0.4% | 45 |
|
|
2023
Q2 | $611K | Buy |
4,988
+23
| +0.5% | +$2.82K | 0.43% | 43 |
|
|
2023
Q1 | $614K | Buy |
4,965
+20
| +0.4% | +$2.47K | 0.45% | 39 |
|
|
2022
Q4 | $619K | Buy |
+4,945
| New | +$619K | 0.42% | 34 |
|