Laidlaw Wealth Management’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
Q1 | – | Sell |
-1,881
| Closed | -$235K | – | 227 |
|
|
2023
Q4 | $235K | Hold |
1,881
| – | – | 0.09% | 216 |
|
|
2023
Q3 | $216K | Sell |
1,881
-1,070
| -36% | -$123K | 0.07% | 252 |
|
|
2023
Q2 | $362K | Hold |
2,951
| – | – | 0.07% | 235 |
|
|
2023
Q1 | $365K | Hold |
2,951
| – | – | 0.07% | 238 |
|
|
2022
Q4 | $369K | Hold |
2,951
| – | – | 0.08% | 231 |
|
|
2022
Q3 | $329K | Hold |
2,951
| – | – | 0.08% | 224 |
|
|
2022
Q2 | $350K | Hold |
2,951
| – | – | 0.07% | 239 |
|
|
2022
Q1 | $378K | Hold |
2,951
| – | – | 0.06% | 261 |
|
|
2021
Q4 | $381K | Hold |
2,951
| – | – | 0.06% | 265 |
|
|
2021
Q3 | $347K | Sell |
2,951
-600
| -17% | -$70.6K | 0.09% | 180 |
|
|
2021
Q2 | $434K | Buy |
3,551
+600
| +20% | +$73.3K | 0.11% | 164 |
|
|
2021
Q1 | $348K | Hold |
2,951
| – | – | 0.12% | 154 |
|
|
2020
Q4 | $313K | Buy |
+2,951
| New | +$313K | 0.07% | 256 |
|