Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $271 | Buy |
+2
| New | +$271 | ﹤0.01% | 962 |
|
|
2024
Q2 | – | Sell |
-6
| Closed | -$834 | – | 2345 |
|
|
2024
Q1 | $834 | Buy |
+6
| New | +$834 | ﹤0.01% | 1272 |
|
|
2023
Q3 | – | Sell |
-123
| Closed | -$12.1K | – | 1695 |
|
|
2023
Q2 | $12.1K | Buy |
+123
| New | +$12.1K | 0.03% | 263 |
|
|
2023
Q1 | – | Sell |
-125
| Closed | -$1.2K | – | 1576 |
|
|
2022
Q4 | $1.2K | Buy |
+125
| New | +$1.2K | 0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-357
| Closed | -$2.08K | – | 741 |
|
|
2020
Q1 | $2.08K | Buy |
357
+10
| +3% | +$58 | 0.01% | 398 |
|
|
2019
Q4 | $144K | Sell |
347
-76
| -18% | -$31.5K | 0.1% | 198 |
|
|
2019
Q3 | $43K | Sell |
423
-49
| -10% | -$4.98K | 0.04% | 311 |
|
|
2019
Q2 | $48K | Sell |
472
-218
| -32% | -$22.2K | 0.04% | 328 |
|
|
2019
Q1 | $69K | Buy |
+690
| New | +$69K | 0.06% | 252 |
|
|
2018
Q3 | $171K | Buy |
1,857
+349
| +23% | +$32.1K | 0.18% | 147 |
|
|
2018
Q2 | $145K | Buy |
1,508
+451
| +43% | +$43.4K | 0.14% | 164 |
|
|
2018
Q1 | $95K | Buy |
+1,057
| New | +$95K | 0.1% | 194 |
|