Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
1,500
| – | – | 0.02% | 90 |
|
|
2025
Q1 | $204K | Buy |
+1,500
| New | +$204K | 0.02% | 78 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$213K | – | 79 |
|
|
2024
Q3 | $213K | Buy |
+1,500
| New | +$213K | 0.03% | 72 |
|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$197K | – | 393 |
|
|
2024
Q1 | $197K | Buy |
1,500
+206
| +16% | +$27K | 0.03% | 70 |
|
|
2023
Q4 | $162K | Sell |
1,294
-206
| -14% | -$25.8K | 0.03% | 68 |
|
|
2023
Q3 | $173K | Hold |
1,500
| – | – | 0.02% | 68 |
|
|
2023
Q2 | $184K | Buy |
1,500
+206
| +16% | +$25.3K | 0.03% | 67 |
|
|
2023
Q1 | $160K | Hold |
1,294
| – | – | 0.02% | 69 |
|
|
2022
Q4 | $162K | Hold |
1,294
| – | – | 0.03% | 68 |
|
|
2022
Q3 | $144K | Buy |
1,294
+264
| +26% | +$29.4K | 0.02% | 72 |
|
|
2022
Q2 | $122K | Buy |
+1,030
| New | +$122K | 0.02% | 77 |
|