Kapstone Financial 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 | $497K | Hold |
3,663
| – | – | 0.25% | 60 |
|
|
2025
Q1 | $497K | Hold |
3,663
| – | – | 0.28% | 59 |
|
|
2024
Q4 | $490K | Hold |
3,663
| – | – | 0.26% | 59 |
|
|
2024
Q3 | $519K | Sell |
3,663
-400
| -10% | -$56.7K | 0.31% | 60 |
|
|
2024
Q2 | $517K | Hold |
4,063
| – | – | 0.34% | 52 |
|
|
2024
Q1 | $533K | Hold |
4,063
| – | – | 0.36% | 55 |
|
|
2023
Q4 | $504K | Buy |
4,063
+80
| +2% | +$9.92K | 0.39% | 51 |
|
|
2023
Q3 | $458K | Hold |
3,983
| – | – | 0.41% | 49 |
|
|
2023
Q2 | $503K | Sell |
3,983
-100
| -2% | -$12.6K | 0.42% | 54 |
|
|
2023
Q1 | $507K | Hold |
4,083
| – | – | 0.46% | 49 |
|
|
2022
Q4 | $540K | Buy |
+4,083
| New | +$540K | 0.49% | 45 |
|