Legacy Capital Wealth Partners’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 |
-2,930
| Closed | -$366K | – | 299 |
|
|
2023
Q4 | $366K | Buy |
2,930
+5
| +0.2% | +$625 | 0.1% | 192 |
|
|
2023
Q3 | $336K | Buy |
+2,925
| New | +$336K | 0.09% | 202 |
|
|
2021
Q2 | – | Sell |
-28,451
| Closed | -$3.36M | – | 67 |
|
|
2021
Q1 | $3.36M | Buy |
28,451
+1,090
| +4% | +$129K | 1.39% | 17 |
|
|
2020
Q4 | $2.9M | Buy |
+27,361
| New | +$2.9M | 1.24% | 20 |
|