HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16K | Buy |
136
+96
| +240% | +$11.3K | 0.01% | 203 |
|
|
2022
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $5K | Sell |
40
-315
| -89% | -$39.4K | ﹤0.01% | 283 |
|
|
2021
Q3 | $42K | Hold |
355
| – | – | 0.03% | 137 |
|
|
2021
Q2 | $43K | Buy |
355
+40
| +13% | +$4.85K | 0.03% | 141 |
|
|
2021
Q1 | $37K | Hold |
315
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $33K | Hold |
315
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $29K | Hold |
315
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $29K | Hold |
315
| – | – | 0.02% | 152 |
|
|
2020
Q1 | $25K | Buy |
+315
| New | +$25K | 0.02% | 154 |
|