Goelzer Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,487
| Closed | -$211K | – | 236 |
|
|
2024
Q3 | $211K | Buy |
+1,487
| New | +$211K | 0.01% | 224 |
|
|
2019
Q4 | – | Sell |
-2,660
| Closed | -$273K | – | 256 |
|
|
2019
Q3 | $273K | Buy |
+2,660
| New | +$273K | 0.03% | 229 |
|
|
2019
Q2 | – | Sell |
-10,561
| Closed | -$1.05M | – | 268 |
|
|
2019
Q1 | $1.05M | Buy |
+10,561
| New | +$1.05M | 0.1% | 168 |
|