Harbour Trust & 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Sell |
9,131
-130
| -1% | -$17.6K | 0.14% | 82 |
|
2025
Q1 | $1.26M | Sell |
9,261
-309
| -3% | -$41.9K | 0.15% | 81 |
|
2024
Q4 | $1.26M | Sell |
9,570
-195
| -2% | -$25.8K | 0.14% | 81 |
|
2024
Q3 | $1.39M | Sell |
9,765
-585
| -6% | -$83.1K | 0.16% | 83 |
|
2024
Q2 | $1.32M | Sell |
10,350
-753
| -7% | -$95.8K | 0.16% | 85 |
|
2024
Q1 | $1.46M | Sell |
11,103
-1,052
| -9% | -$138K | 0.18% | 82 |
|
2023
Q4 | $1.52M | Buy |
+12,155
| New | +$1.52M | 0.21% | 78 |
|