Householder Group Estate & Retirement Specialist’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 | $110K | Sell |
835
-3,093
| -79% | -$407K | 0.08% | 144 |
|
|
2024
Q3 | $558K | Sell |
3,928
-229
| -6% | -$32.5K | 0.16% | 125 |
|
|
2024
Q2 | $528K | Buy |
4,157
+8
| +0.2% | +$1.02K | 0.15% | 134 |
|
|
2024
Q1 | $545K | Sell |
4,149
-1
| -0% | -$131 | 0.16% | 130 |
|
|
2023
Q4 | $518K | Sell |
4,150
-138
| -3% | -$17.2K | 0.17% | 116 |
|
|
2023
Q3 | $493K | Buy |
+4,288
| New | +$493K | 0.18% | 108 |
|
|
2023
Q1 | $334K | Buy |
+2,704
| New | +$334K | 0.13% | 155 |
|
|
2022
Q4 | – | Sell |
-2,195
| Closed | -$244K | – | 979 |
|
|
2022
Q3 | $244K | Sell |
2,195
-72
| -3% | -$8K | 0.1% | 170 |
|
|
2022
Q2 | $269K | Buy |
+2,267
| New | +$269K | 0.12% | 164 |
|