Ignite Planners’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
Q1 | – | Sell |
-2,445
| Closed | -$322K | – | 342 |
|
|
2024
Q4 | $322K | Buy |
+2,445
| New | +$322K | 0.07% | 225 |
|
|
2023
Q4 | – | Sell |
-4,696
| Closed | -$529K | – | 328 |
|
|
2023
Q3 | $529K | Sell |
4,696
-5
| -0.1% | -$563 | 0.16% | 152 |
|
|
2023
Q2 | $566K | Buy |
4,701
+221
| +5% | +$26.6K | 0.22% | 103 |
|
|
2023
Q1 | $553K | Sell |
4,480
-3,245
| -42% | -$401K | 0.23% | 112 |
|
|
2022
Q4 | $914K | Sell |
7,725
-260
| -3% | -$30.8K | 0.38% | 68 |
|
|
2022
Q3 | $914K | Buy |
7,985
+2,065
| +35% | +$236K | 0.73% | 33 |
|
|
2022
Q2 | $712K | Hold |
5,920
| – | – | 0.58% | 50 |
|
|
2022
Q1 | $762K | Buy |
5,920
+300
| +5% | +$38.6K | 0.51% | 53 |
|
|
2021
Q4 | $726K | Buy |
+5,620
| New | +$726K | 0.47% | 61 |
|