Frazier 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 | $29.4K | Sell |
217
-6
| -3% | -$814 | 0.02% | 211 |
|
|
2025
Q1 | $30.3K | Hold |
223
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $29.4K | Hold |
223
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $31.7K | Hold |
223
| – | – | 0.02% | 197 |
|
|
2024
Q2 | $28.3K | Hold |
223
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $29.2K | Buy |
223
+6
| +3% | +$787 | 0.02% | 209 |
|
|
2023
Q4 | $27.1K | Buy |
+217
| New | +$27.1K | 0.02% | 199 |
|