Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 395 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 236 |
|
|
2019
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 403 |
|
|
2019
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 460 |
|
|
2019
Q1 | $4K | Sell |
39
-1,947
| -98% | -$200K | ﹤0.01% | 460 |
|
|
2018
Q4 | $178K | Buy |
+1,986
| New | +$178K | 0.07% | 165 |
|