FinTrust Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $122K | Hold |
858
| – | – | 0.02% | 390 |
|
|
2024
Q2 | $109K | Buy |
858
+77
| +10% | +$9.92K | 0.02% | 387 |
|
|
2024
Q1 | $102K | Buy |
781
+401
| +106% | +$50.3K | 0.02% | 383 |
|
|
2023
Q4 | $47.5K | Sell |
380
-89
| -19% | -$10.4K | 0.01% | 508 |
|
|
2023
Q3 | $53.9K | Buy |
469
+363
| +342% | +$44.3K | 0.01% | 440 |
|
|
2023
Q2 | $13.3K | Hold |
106
| – | – | ﹤0.01% | 726 |
|
|
2023
Q1 | $13.3K | Hold |
106
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $13.3K | Hold |
106
| – | – | ﹤0.01% | 720 |
|
|
2022
Q3 | $12K | Hold |
106
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $13K | Hold |
106
| – | – | ﹤0.01% | 821 |
|
|
2022
Q1 | $14K | Hold |
106
| – | – | ﹤0.01% | 845 |
|
|
2021
Q4 | $14K | Hold |
106
| – | – | ﹤0.01% | 849 |
|
|
2021
Q3 | $12K | Hold |
106
| – | – | ﹤0.01% | 879 |
|
|
2021
Q2 | $13K | Hold |
106
| – | – | ﹤0.01% | 866 |
|
|
2021
Q1 | $13K | Hold |
106
| – | – | ﹤0.01% | 835 |
|
|
2020
Q4 | $11K | Sell |
106
-75
| -41% | -$7.59K | ﹤0.01% | 825 |
|
|
2020
Q3 | $17 | Buy |
181
+75
| +71% | +$7.07K | ﹤0.01% | 693 |
|
|
2020
Q2 | $10K | Hold |
106
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $8K | Sell |
106
-1,348
| -93% | -$133K | ﹤0.01% | 797 |
|
|
2019
Q4 | $156K | Hold |
1,454
| – | – | 0.06% | 253 |
|
|
2019
Q3 | $149K | Hold |
1,454
| – | – | 0.07% | 278 |
|
|
2019
Q2 | $147K | Sell |
1,454
-524
| -26% | -$52.4K | 0.06% | 240 |
|
|
2019
Q1 | $197K | Hold |
1,978
| – | – | 0.08% | 190 |
|
|
2018
Q4 | $177K | Buy |
+1,978
| New | +$187K | 0.09% | 188 |
|
Other funds holding SDY
JIC
RJA
