Fulcrum Capital’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 |
-4,500
| Closed | -$563K | – | 122 |
|
|
2022
Q4 | $563K | Buy |
+4,500
| New | +$563K | 0.16% | 63 |
|
|
2020
Q3 | – | Sell |
-3,550
| Closed | -$324K | – | 67 |
|
|
2020
Q2 | $324K | Sell |
3,550
-643
| -15% | -$58.7K | 0.12% | 53 |
|
|
2020
Q1 | $335K | Hold |
4,193
| – | – | 0.15% | 49 |
|
|
2019
Q4 | $451K | Hold |
4,193
| – | – | 0.14% | 51 |
|
|
2019
Q3 | $430K | Buy |
4,193
+407
| +11% | +$41.7K | 0.15% | 53 |
|
|
2019
Q2 | $382K | Buy |
3,786
+1,386
| +58% | +$140K | 0.14% | 48 |
|
|
2019
Q1 | $239K | Sell |
2,400
-200
| -8% | -$19.9K | 0.09% | 56 |
|
|
2018
Q4 | $233K | Hold |
2,600
| – | – | 0.11% | 51 |
|
|
2018
Q3 | $255K | Buy |
+2,600
| New | +$255K | 0.1% | 57 |
|