Gen-Wealth Partners’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 | $374K | Hold |
2,757
| – | – | 0.14% | 158 |
|
2025
Q1 | $374K | Hold |
2,757
| – | – | 0.16% | 152 |
|
2024
Q4 | $364K | Hold |
2,757
| – | – | 0.16% | 146 |
|
2024
Q3 | $383K | Hold |
2,757
| – | – | 0.17% | 150 |
|
2024
Q2 | $351K | Hold |
2,757
| – | – | 0.17% | 147 |
|
2024
Q1 | $362K | Buy |
+2,757
| New | +$362K | 0.18% | 131 |
|