Fortune Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
2,216
| – | – | 0.24% | 78 |
|
|
2025
Q1 | $301K | Buy |
2,216
+175
| +9% | +$23.7K | 0.26% | 77 |
|
|
2024
Q4 | $270K | Hold |
2,041
| – | – | 0.25% | 78 |
|
|
2024
Q3 | $290K | Sell |
2,041
-2,040
| -50% | -$290K | 0.26% | 75 |
|
|
2024
Q2 | $519K | Sell |
4,081
-1,916
| -32% | -$244K | 0.32% | 82 |
|
|
2024
Q1 | $787K | Sell |
5,997
-4,734
| -44% | -$621K | 0.5% | 63 |
|
|
2023
Q4 | $1.34M | Sell |
10,731
-310
| -3% | -$38.7K | 0.94% | 33 |
|
|
2023
Q3 | $1.27M | Buy |
11,041
+501
| +5% | +$57.6K | 0.97% | 31 |
|
|
2023
Q2 | $1.29M | Buy |
+10,540
| New | +$1.29M | 0.97% | 34 |
|