Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,085
| Closed | -$438K | – | 641 |
|
|
2024
Q3 | $438K | Buy |
+3,085
| New | +$438K | 0.02% | 151 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$4.48K | – | 584 |
|
|
2023
Q1 | $4.48K | Buy |
+36
| New | +$4.48K | ﹤0.01% | 479 |
|
|
2020
Q1 | – | Sell |
-1,501
| Closed | -$161K | – | 564 |
|
|
2019
Q4 | $161K | Hold |
1,501
| – | – | 0.02% | 186 |
|
|
2019
Q3 | $154K | Hold |
1,501
| – | – | 0.02% | 176 |
|
|
2019
Q2 | $151K | Hold |
1,501
| – | – | 0.02% | 162 |
|
|
2019
Q1 | $149K | Buy |
+1,501
| New | +$149K | 0.02% | 149 |
|