KCFA
Key Client Fiduciary 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 | $418K | Buy |
3,082
+136
| +5% | +$18.5K | 0.17% | 123 |
|
|
2025
Q1 | $400K | Buy |
2,946
+194
| +7% | +$26.3K | 0.18% | 122 |
|
|
2024
Q4 | $364K | Buy |
2,752
+32
| +1% | +$4.23K | 0.16% | 125 |
|
|
2024
Q3 | $386K | Buy |
2,720
+98
| +4% | +$13.9K | 0.17% | 120 |
|
|
2024
Q2 | $334K | Buy |
2,622
+17
| +0.7% | +$2.16K | 0.17% | 129 |
|
|
2024
Q1 | $342K | Buy |
2,605
+30
| +1% | +$3.94K | 0.18% | 127 |
|
|
2023
Q4 | $322K | Sell |
2,575
-128
| -5% | -$16K | 0.19% | 126 |
|
|
2023
Q3 | $311K | Buy |
2,703
+1,038
| +62% | +$119K | 0.19% | 123 |
|
|
2023
Q2 | $204K | Buy |
+1,665
| New | +$204K | 0.12% | 163 |
|