First Personal Financial Services’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 | $54.7K | Buy |
385
+3
| +0.8% | +$426 | 0.01% | 188 |
|
|
2024
Q2 | $48.6K | Buy |
+382
| New | +$48.6K | 0.01% | 193 |
|
|
2019
Q3 | – | Sell |
-6,700
| Closed | -$676K | – | 725 |
|
|
2019
Q2 | $676K | Hold |
6,700
| – | – | 0.19% | 98 |
|
|
2019
Q1 | $666K | Hold |
6,700
| – | – | 0.2% | 96 |
|
|
2018
Q4 | $600K | Hold |
6,700
| – | – | 0.21% | 98 |
|
|
2018
Q3 | $656K | Hold |
6,700
| – | – | 0.21% | 99 |
|
|
2018
Q2 | $621K | Sell |
6,700
-300
| -4% | -$27.8K | 0.21% | 101 |
|
|
2018
Q1 | $638K | Hold |
7,000
| – | – | 0.14% | 130 |
|
|
2017
Q4 | $661K | Hold |
7,000
| – | – | 0.13% | 130 |
|
|
2017
Q3 | $639K | Hold |
7,000
| – | – | 0.13% | 124 |
|
|
2017
Q2 | $622K | Buy |
+7,000
| New | +$622K | 0.14% | 124 |
|