KOC
Koss-Olinger Consulting’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 | $1.12M | Sell |
8,244
-1,538
| -16% | -$209K | 0.09% | 116 |
|
|
2025
Q1 | $1.33M | Buy |
+9,782
| New | +$1.33M | 0.11% | 99 |
|
|
2024
Q4 | – | Sell |
-9,039
| Closed | -$1.28M | – | 269 |
|
|
2024
Q3 | $1.28M | Sell |
9,039
-106
| -1% | -$15.1K | 0.11% | 96 |
|
|
2024
Q2 | $1.16M | Buy |
+9,145
| New | +$1.16M | 0.11% | 94 |
|
|
2024
Q1 | – | Sell |
-9,946
| Closed | -$1.24M | – | 259 |
|
|
2023
Q4 | $1.24M | Sell |
9,946
-8
| -0.1% | -$1K | 0.12% | 90 |
|
|
2023
Q3 | $1.15M | Sell |
9,954
-2
| -0% | -$230 | 0.17% | 77 |
|
|
2023
Q2 | $1.22M | Buy |
9,956
+3
| +0% | +$368 | 0.14% | 76 |
|
|
2023
Q1 | $1.23M | Buy |
9,953
+2
| +0% | +$247 | 0.15% | 77 |
|
|
2022
Q4 | $1.25M | Buy |
9,951
+3
| +0% | +$375 | 0.18% | 69 |
|
|
2022
Q3 | $1.11M | Sell |
9,948
-172
| -2% | -$19.2K | 0.19% | 43 |
|
|
2022
Q2 | $1.2M | Buy |
10,120
+9
| +0.1% | +$1.07K | 0.22% | 41 |
|
|
2022
Q1 | $1.3M | Sell |
10,111
-1,791
| -15% | -$229K | 0.21% | 43 |
|
|
2021
Q4 | $1.54M | Sell |
11,902
-50
| -0.4% | -$6.46K | 0.24% | 32 |
|
|
2021
Q3 | $1.41M | Sell |
11,952
-73
| -0.6% | -$8.58K | 0.23% | 37 |
|
|
2021
Q2 | $1.47M | Sell |
12,025
-114
| -0.9% | -$13.9K | 0.22% | 49 |
|
|
2021
Q1 | $1.43M | Buy |
+12,139
| New | +$1.43M | 0.24% | 44 |
|