IA
Insight Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,356
| Closed | -$616K | – | 290 |
|
|
2023
Q3 | $616K | Sell |
5,356
-5,571
| -51% | -$641K | 0.14% | 119 |
|
|
2023
Q2 | $1.34M | Sell |
10,927
-17,788
| -62% | -$2.18M | 0.3% | 53 |
|
|
2023
Q1 | $3.55M | Buy |
28,715
+11,434
| +66% | +$1.41M | 0.83% | 13 |
|
|
2022
Q4 | $2.17M | Buy |
+17,281
| New | +$2.17M | 0.76% | 32 |
|