IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Hold |
815
| – | – | 0.01% | 144 |
|
|
2025
Q1 | $111K | Hold |
815
| – | – | 0.02% | 132 |
|
|
2024
Q4 | $108K | Hold |
815
| – | – | 0.02% | 131 |
|
|
2024
Q3 | $116K | Hold |
815
| – | – | 0.02% | 118 |
|
|
2024
Q2 | $104K | Hold |
815
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $107K | Sell |
815
-81
| -9% | -$10.6K | 0.02% | 116 |
|
|
2023
Q4 | $112K | Hold |
896
| – | – | 0.03% | 107 |
|
|
2023
Q3 | $103K | Hold |
896
| – | – | 0.03% | 104 |
|
|
2023
Q2 | $110K | Buy |
896
+81
| +10% | +$9.93K | 0.03% | 110 |
|
|
2023
Q1 | $101K | Hold |
815
| – | – | 0.03% | 102 |
|
|
2022
Q4 | $102K | Hold |
815
| – | – | 0.03% | 96 |
|
|
2022
Q3 | $91K | Sell |
815
-99
| -11% | -$11.1K | 0.03% | 91 |
|
|
2022
Q2 | $108K | Hold |
914
| – | – | 0.04% | 87 |
|
|
2022
Q1 | $117K | Hold |
914
| – | – | 0.04% | 87 |
|
|
2021
Q4 | $118K | Hold |
914
| – | – | 0.04% | 79 |
|
|
2021
Q3 | $108K | Hold |
914
| – | – | 0.04% | 76 |
|
|
2021
Q2 | $112K | Hold |
914
| – | – | 0.04% | 72 |
|
|
2021
Q1 | $108K | Hold |
914
| – | – | 0.04% | 70 |
|
|
2020
Q4 | $97K | Sell |
914
-135
| -13% | -$14.3K | 0.04% | 76 |
|
|
2020
Q3 | $97K | Buy |
1,049
+13
| +1% | +$1.2K | 0.04% | 74 |
|
|
2020
Q2 | $95K | Hold |
1,036
| – | – | 0.05% | 70 |
|
|
2020
Q1 | $83K | Hold |
1,036
| – | – | 0.06% | 74 |
|
|
2019
Q4 | $112K | Buy |
+1,036
| New | +$112K | 0.07% | 62 |
|