Highview Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,021
| Closed | -$2.84M | – | 126 |
|
|
2024
Q3 | $2.84M | Buy |
+20,021
| New | +$2.84M | 1.16% | 24 |
|
|
2023
Q2 | – | Sell |
-12,785
| Closed | -$1.58M | – | 100 |
|
|
2023
Q1 | $1.58M | Buy |
12,785
+15
| +0.1% | +$1.86K | 0.91% | 27 |
|
|
2022
Q4 | $1.6M | Buy |
12,770
+6,812
| +114% | +$852K | 0.97% | 26 |
|
|
2022
Q3 | $664K | Buy |
5,958
+266
| +5% | +$29.6K | 0.49% | 53 |
|
|
2022
Q2 | $676K | Buy |
5,692
+1,026
| +22% | +$122K | 0.52% | 52 |
|
|
2022
Q1 | $598K | Buy |
+4,666
| New | +$598K | 0.38% | 72 |
|