Golden State Equity 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
2024
Q4
Sell
-680
Closed -$96.6K 795
2024
Q3
$96.6K Buy
+680
New +$96.6K 0.05% 281
2021
Q4
Sell
-3,976
Closed -$467K 240
2021
Q3
$467K Sell
3,976
-163
-4% -$19.1K 0.19% 121
2021
Q2
$506K Buy
+4,139
New +$506K 0.2% 124