Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $300K | Buy |
2,115
+14
| +0.7% | +$1.99K | 0.06% | 160 |
|
|
2024
Q2 | $267K | Buy |
2,101
+35
| +2% | +$4.45K | 0.05% | 152 |
|
|
2024
Q1 | $271K | Buy |
2,066
+18
| +0.9% | +$2.36K | 0.06% | 147 |
|
|
2023
Q4 | $256K | Sell |
2,048
-334
| -14% | -$41.7K | 0.06% | 142 |
|
|
2023
Q3 | $274K | Sell |
2,382
-909
| -28% | -$105K | 0.07% | 119 |
|
|
2023
Q2 | $403K | Sell |
3,291
-276
| -8% | -$33.8K | 0.11% | 94 |
|
|
2023
Q1 | $441K | Buy |
3,567
+586
| +20% | +$72.5K | 0.13% | 86 |
|
|
2022
Q4 | $373K | Buy |
2,981
+14
| +0.5% | +$1.75K | 0.11% | 99 |
|
|
2022
Q3 | $331K | Buy |
2,967
+254
| +9% | +$28.3K | 0.11% | 95 |
|
|
2022
Q2 | $322K | Buy |
2,713
+45
| +2% | +$5.34K | 0.11% | 98 |
|
|
2022
Q1 | $342K | Buy |
2,668
+292
| +12% | +$37.4K | 0.1% | 84 |
|
|
2021
Q4 | $307K | Buy |
2,376
+211
| +10% | +$27.3K | 0.09% | 79 |
|
|
2021
Q3 | $255K | Buy |
2,165
+265
| +14% | +$31.2K | 0.08% | 80 |
|
|
2021
Q2 | $232K | Buy |
+1,900
| New | +$232K | 0.08% | 88 |
|
|
2021
Q1 | – | Sell |
-1,852
| Closed | -$203K | – | 98 |
|
|
2020
Q4 | $203K | Buy |
+1,852
| New | +$203K | 0.09% | 85 |
|