ICA Group Wealth 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
Q2 | $316K | Sell |
2,484
-5,572
| -69% | -$709K | 0.19% | 74 |
|
|
2024
Q1 | $1.06M | Sell |
8,056
-35
| -0.4% | -$4.59K | 0.21% | 94 |
|
|
2023
Q4 | $1.01M | Sell |
8,091
-464
| -5% | -$58K | 0.23% | 87 |
|
|
2023
Q3 | $984K | Sell |
8,555
-298
| -3% | -$34.3K | 0.28% | 74 |
|
|
2023
Q2 | $1.09M | Sell |
8,853
-167
| -2% | -$20.5K | 0.27% | 75 |
|
|
2023
Q1 | $1.12M | Sell |
9,020
-13
| -0.1% | -$1.61K | 0.27% | 89 |
|
|
2022
Q4 | $1.13M | Sell |
9,033
-2,095
| -19% | -$262K | 0.27% | 93 |
|
|
2022
Q3 | $1.24M | Buy |
11,128
+498
| +5% | +$55.5K | 0.26% | 95 |
|
|
2022
Q2 | $1.39M | Buy |
10,630
+3
| +0% | +$392 | 0.26% | 91 |
|
|
2022
Q1 | $1.35M | Buy |
+10,627
| New | +$1.35M | 0.26% | 94 |
|