Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,030
| Closed | -$1.16M | – | 369 |
|
|
2022
Q1 | $1.16M | Hold |
9,030
| – | – | 0.8% | 20 |
|
|
2021
Q4 | $1.17M | Sell |
9,030
-65
| -0.7% | -$8.39K | 0.8% | 20 |
|
|
2021
Q3 | $1.07M | Hold |
9,095
| – | – | 0.78% | 21 |
|
|
2021
Q2 | $1.11M | Hold |
9,095
| – | – | 0.84% | 20 |
|
|
2021
Q1 | $1.07M | Hold |
9,095
| – | – | 0.89% | 19 |
|
|
2020
Q4 | $963K | Buy |
+9,095
| New | +$963K | 0.86% | 19 |
|