Fisher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,581
| Closed | -$328K | – | 1000 |
|
|
2024
Q2 | $328K | Buy |
+2,581
| New | +$328K | ﹤0.01% | 862 |
|
|
2024
Q1 | – | Sell |
-3,083
| Closed | -$385K | – | 1047 |
|
|
2023
Q4 | $385K | Buy |
+3,083
| New | +$385K | ﹤0.01% | 817 |
|
|
2021
Q4 | – | Sell |
-3,234
| Closed | -$380K | – | 993 |
|
|
2021
Q3 | $380K | Buy |
+3,234
| New | +$380K | ﹤0.01% | 767 |
|
|
2020
Q1 | – | Sell |
-4,044
| Closed | -$435K | – | 840 |
|
|
2019
Q4 | $435K | Buy |
4,044
+1,805
| +81% | +$194K | ﹤0.01% | 682 |
|
|
2019
Q3 | $230K | Buy |
+2,239
| New | +$230K | ﹤0.01% | 770 |
|
|
2017
Q2 | – | Sell |
-2,451
| Closed | -$216K | – | 774 |
|
|
2017
Q1 | $216K | Buy |
+2,451
| New | +$216K | ﹤0.01% | 669 |
|