Lewis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,731
| Closed | -$592K | – | 58 |
|
|
2022
Q4 | $592K | Hold |
4,731
| – | – | 0.91% | 31 |
|
|
2022
Q3 | $528K | Hold |
4,731
| – | – | 0.81% | 34 |
|
|
2022
Q2 | $562K | Hold |
4,731
| – | – | 0.8% | 31 |
|
|
2022
Q1 | $606K | Hold |
4,731
| – | – | 0.69% | 35 |
|
|
2021
Q4 | $611K | Buy |
+4,731
| New | +$611K | 0.64% | 36 |
|