JFS Wealth Advisors’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 | $831K | Sell |
6,123
-18
| -0.3% | -$2.44K | 0.05% | 164 |
|
|
2025
Q1 | $833K | Sell |
6,141
-30
| -0.5% | -$4.07K | 0.06% | 156 |
|
|
2024
Q4 | $815K | Sell |
6,171
-1,066
| -15% | -$141K | 0.06% | 151 |
|
|
2024
Q3 | $1.03M | Sell |
7,237
-20
| -0.3% | -$2.84K | 0.07% | 147 |
|
|
2024
Q2 | $923K | Hold |
7,257
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $952K | Sell |
7,257
-300
| -4% | -$39.4K | 0.08% | 118 |
|
|
2023
Q4 | $944K | Sell |
7,557
-580
| -7% | -$72.5K | 0.08% | 109 |
|
|
2023
Q3 | $936K | Hold |
8,137
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $997K | Sell |
8,137
-55
| -0.7% | -$6.74K | 0.09% | 113 |
|
|
2023
Q1 | $1.01M | Buy |
8,192
+1,123
| +16% | +$139K | 0.1% | 113 |
|
|
2022
Q4 | $884K | Sell |
7,069
-1,026
| -13% | -$128K | 0.09% | 117 |
|
|
2022
Q3 | $903K | Sell |
8,095
-52
| -0.6% | -$5.8K | 0.1% | 109 |
|
|
2022
Q2 | $967K | Sell |
8,147
-70
| -0.9% | -$8.31K | 0.1% | 105 |
|
|
2022
Q1 | $1.05M | Hold |
8,217
| – | – | 0.1% | 113 |
|
|
2021
Q4 | $1.06M | Sell |
8,217
-770
| -9% | -$99.4K | 0.1% | 116 |
|
|
2021
Q3 | $1.06M | Buy |
8,987
+8,662
| +2,665% | +$1.02M | 0.11% | 112 |
|
|
2021
Q2 | $40K | Buy |
325
+25
| +8% | +$3.08K | 0.01% | 295 |
|
|
2021
Q1 | $35K | Hold |
300
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $32K | Hold |
300
| – | – | 0.01% | 283 |
|
|
2020
Q3 | $28K | Hold |
300
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $27K | Hold |
300
| – | – | 0.01% | 278 |
|
|
2020
Q1 | $24K | Buy |
+300
| New | +$24K | 0.01% | 262 |
|