HA
HC Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,591
| Closed | -$340K | – | 72 |
|
|
2024
Q1 | $340K | Hold |
2,591
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $324K | Hold |
2,591
| – | – | 0.18% | 65 |
|
|
2023
Q3 | $298K | Buy |
2,591
+17
| +0.7% | +$1.96K | 0.18% | 63 |
|
|
2023
Q2 | $316K | Buy |
2,574
+18
| +0.7% | +$2.21K | 0.18% | 64 |
|
|
2023
Q1 | $316K | Buy |
2,556
+15
| +0.6% | +$1.86K | 0.2% | 63 |
|
|
2022
Q4 | $318K | Buy |
2,541
+18
| +0.7% | +$2.25K | 0.22% | 60 |
|
|
2022
Q3 | $281K | Buy |
2,523
+16
| +0.6% | +$1.78K | 0.19% | 65 |
|
|
2022
Q2 | $298K | Hold |
2,507
| – | – | 0.21% | 60 |
|
|
2022
Q1 | $321K | Hold |
2,507
| – | – | 0.2% | 58 |
|
|
2021
Q4 | $324K | Hold |
2,507
| – | – | 0.2% | 56 |
|
|
2021
Q3 | $295K | Hold |
2,507
| – | – | 0.19% | 61 |
|
|
2021
Q2 | $307K | Hold |
2,507
| – | – | 0.19% | 59 |
|
|
2021
Q1 | $296K | Hold |
2,507
| – | – | 0.19% | 60 |
|
|
2020
Q4 | $266K | Hold |
2,507
| – | – | 0.18% | 68 |
|
|
2020
Q3 | $232K | Hold |
2,507
| – | – | 0.19% | 62 |
|
|
2020
Q2 | $229K | Buy |
+2,507
| New | +$229K | 0.19% | 70 |
|