Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,345
| Closed | -$293K | – | 86 |
|
|
2022
Q4 | $293K | Buy |
2,345
+17
| +0.7% | +$2.13K | 0.12% | 95 |
|
|
2022
Q3 | $259K | Buy |
2,328
+15
| +0.6% | +$1.67K | 0.11% | 99 |
|
|
2022
Q2 | $274K | Buy |
2,313
+15
| +0.7% | +$1.78K | 0.11% | 92 |
|
|
2022
Q1 | $294K | Buy |
2,298
+14
| +0.6% | +$1.79K | 0.11% | 93 |
|
|
2021
Q4 | $294 | Buy |
2,284
+17
| +0.7% | +$2 | 0.06% | 77 |
|
|
2021
Q3 | $266K | Buy |
2,267
+17
| +0.8% | +$2K | 0.1% | 81 |
|
|
2021
Q2 | $275K | Buy |
2,250
+14
| +0.6% | +$1.71K | 0.1% | 82 |
|
|
2021
Q1 | $264K | Buy |
2,236
+15
| +0.7% | +$1.77K | 0.11% | 79 |
|
|
2020
Q4 | $235K | Buy |
2,221
+21
| +1% | +$2.22K | 0.11% | 80 |
|
|
2020
Q3 | $203K | Buy |
+2,200
| New | +$203K | 0.11% | 83 |
|
|
2020
Q1 | – | Sell |
-2,148
| Closed | -$231K | – | 104 |
|
|
2019
Q4 | $231K | Buy |
2,148
+15
| +0.7% | +$1.61K | 0.13% | 81 |
|
|
2019
Q3 | $218K | Buy |
2,133
+15
| +0.7% | +$1.53K | 0.14% | 78 |
|
|
2019
Q2 | $213K | Buy |
2,118
+13
| +0.6% | +$1.31K | 0.14% | 78 |
|
|
2019
Q1 | $209K | Buy |
+2,105
| New | +$209K | 0.15% | 62 |
|
|
2018
Q4 | – | Sell |
-2,078
| Closed | -$203K | – | 63 |
|
|
2018
Q3 | $203K | Buy |
+2,078
| New | +$203K | 0.15% | 36 |
|
|
2018
Q1 | – | Sell |
-2,039
| Closed | -$194K | – | 310 |
|
|
2017
Q4 | $194K | Buy |
+2,039
| New | +$194K | 0.15% | 42 |
|