Kraematon Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,656
| Closed | -$211K | – | 89 |
|
|
2024
Q2 | $211K | Sell |
1,656
-92
| -5% | -$11.7K | 0.21% | 79 |
|
|
2024
Q1 | $229K | Buy |
1,748
+7
| +0.4% | +$919 | 0.23% | 77 |
|
|
2023
Q4 | $218K | Sell |
1,741
-615
| -26% | -$76.9K | 0.24% | 77 |
|
|
2023
Q3 | $271K | Buy |
2,356
+8
| +0.3% | +$920 | 0.33% | 66 |
|
|
2023
Q2 | $288K | Sell |
2,348
-6
| -0.3% | -$735 | 0.32% | 67 |
|
|
2023
Q1 | $291K | Buy |
2,354
+7
| +0.3% | +$866 | 0.34% | 67 |
|
|
2022
Q4 | $294K | Sell |
2,347
-116
| -5% | -$14.5K | 0.32% | 68 |
|
|
2022
Q3 | $275K | Buy |
2,463
+8
| +0.3% | +$893 | 0.35% | 68 |
|
|
2022
Q2 | $291K | Buy |
2,455
+8
| +0.3% | +$948 | 0.34% | 65 |
|
|
2022
Q1 | $314K | Buy |
2,447
+7
| +0.3% | +$898 | 0.3% | 71 |
|
|
2021
Q4 | $315K | Buy |
+2,440
| New | +$315K | 0.28% | 76 |
|