IGGA
Iron Gate Global Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
4,000
+1,700
| +74% | +$231K | 0.06% | 49 |
|
|
2025
Q1 | $312K | Hold |
2,300
| – | – | 0.04% | 67 |
|
|
2024
Q4 | $302K | Hold |
2,300
| – | – | 0.04% | 70 |
|
|
2024
Q3 | $327K | Hold |
2,300
| – | – | 0.05% | 62 |
|
|
2024
Q2 | $291K | Hold |
2,300
| – | – | 0.05% | 66 |
|
|
2024
Q1 | $301K | Sell |
2,300
-165
| -7% | -$21.6K | 0.05% | 72 |
|
|
2023
Q4 | $308K | Buy |
2,465
+165
| +7% | +$20.6K | 0.06% | 67 |
|
|
2023
Q3 | $262K | Hold |
2,300
| – | – | 0.06% | 68 |
|
|
2023
Q2 | $283K | Hold |
2,300
| – | – | 0.06% | 69 |
|
|
2023
Q1 | $285K | Hold |
2,300
| – | – | 0.07% | 67 |
|
|
2022
Q4 | $297K | Buy |
+2,300
| New | +$297K | 0.08% | 63 |
|
|
2022
Q3 | – | Sell |
-2,300
| Closed | -$272K | – | 83 |
|
|
2022
Q2 | $272K | Buy |
2,300
+600
| +35% | +$71K | 0.08% | 67 |
|
|
2022
Q1 | $217K | Hold |
1,700
| – | – | 0.05% | 91 |
|
|
2021
Q4 | $224K | Sell |
1,700
-200
| -11% | -$26.4K | 0.05% | 100 |
|
|
2021
Q3 | $223K | Hold |
1,900
| – | – | 0.06% | 94 |
|
|
2021
Q2 | $232K | Sell |
1,900
-1,100
| -37% | -$134K | 0.07% | 91 |
|
|
2021
Q1 | $354K | Buy |
+3,000
| New | +$354K | 0.11% | 70 |
|
|
2020
Q1 | – | Sell |
-3,698
| Closed | -$398K | – | 60 |
|
|
2019
Q4 | $398K | Buy |
3,698
+146
| +4% | +$15.7K | 0.23% | 43 |
|
|
2019
Q3 | $364K | Buy |
+3,552
| New | +$364K | 0.22% | 47 |
|
|
2019
Q2 | – | Sell |
-3,546
| Closed | -$353K | – | 70 |
|
|
2019
Q1 | $353K | Buy |
+3,546
| New | +$353K | 0.14% | 45 |
|
|
2018
Q4 | – | Sell |
-3,540
| Closed | -$347K | – | 173 |
|
|
2018
Q3 | $347K | Sell |
3,540
-250
| -7% | -$24.5K | 0.23% | 41 |
|
|
2018
Q2 | $351K | Buy |
+3,790
| New | +$351K | 0.26% | 36 |
|
|
2018
Q1 | – | Sell |
-3,889
| Closed | -$367K | – | 50 |
|
|
2017
Q4 | $367K | Buy |
+3,889
| New | +$367K | 0.31% | 35 |
|
|
2017
Q3 | – | Sell |
-2,541
| Closed | -$226K | – | 49 |
|
|
2017
Q2 | $226K | Buy |
+2,541
| New | +$226K | 0.25% | 39 |
|