Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$3.6K | – | 226 |
|
|
2023
Q1 | $3.6K | Hold |
29
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $3.62K | Hold |
29
| – | – | ﹤0.01% | 227 |
|
|
2022
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 226 |
|
|
2022
Q2 | $3K | Buy |
29
+1
| +4% | +$103 | ﹤0.01% | 257 |
|
|
2022
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 261 |
|
|
2021
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 240 |
|
|
2021
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 238 |
|
|
2021
Q1 | $3K | Buy |
28
+1
| +4% | +$107 | ﹤0.01% | 212 |
|
|
2020
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 167 |
|
|
2020
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 138 |
|
|
2020
Q2 | $2K | Sell |
27
-4,653
| -99% | -$345K | ﹤0.01% | 161 |
|
|
2020
Q1 | $374K | Sell |
4,680
-3,003
| -39% | -$240K | 0.25% | 44 |
|
|
2019
Q4 | $826K | Hold |
7,683
| – | – | 0.5% | 31 |
|
|
2019
Q3 | $788K | Hold |
7,683
| – | – | 0.37% | 32 |
|
|
2019
Q2 | $775K | Buy |
7,683
+319
| +4% | +$32.2K | 0.38% | 35 |
|
|
2019
Q1 | $732K | Buy |
+7,364
| New | +$732K | 0.38% | 34 |
|