HF
Halpern Financial’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.5K | Hold |
81
| – | – | ﹤0.01% | 158 |
|
|
2024
Q2 | $10.3K | Buy |
+81
| New | +$10.3K | ﹤0.01% | 154 |
|
|
2023
Q3 | – | Sell |
-3,028
| Closed | -$371K | – | 255 |
|
|
2023
Q2 | $371K | Hold |
3,028
| – | – | 0.13% | 35 |
|
|
2023
Q1 | $375K | Sell |
3,028
-8,275
| -73% | -$1.02M | 0.13% | 31 |
|
|
2022
Q4 | $1.41M | Hold |
11,303
| – | – | 0.52% | 22 |
|
|
2022
Q3 | $1.26M | Hold |
11,303
| – | – | 0.5% | 22 |
|
|
2022
Q2 | $1.34M | Hold |
11,303
| – | – | 0.52% | 21 |
|
|
2022
Q1 | $1.45M | Buy |
+11,303
| New | +$1.45M | 0.53% | 21 |
|