Leo Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
2,173
+171
| +9% | +$23.2K | 0.02% | 314 |
|
|
2025
Q1 | $272K | Buy |
2,002
+1
| +0% | +$136 | 0.04% | 230 |
|
|
2024
Q4 | $264K | Sell |
2,001
-191
| -9% | -$25.2K | 0.02% | 302 |
|
|
2024
Q3 | $311K | Sell |
2,192
-946
| -30% | -$134K | 0.03% | 274 |
|
|
2024
Q2 | $399K | Sell |
3,138
-191
| -6% | -$24.3K | 0.04% | 241 |
|
|
2024
Q1 | $437K | Sell |
3,329
-84
| -2% | -$11K | 0.04% | 230 |
|
|
2023
Q4 | $427K | Buy |
+3,413
| New | +$427K | 0.04% | 218 |
|