Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-979
| Closed | -$115K | – | 930 |
|
|
2021
Q3 | $115K | Buy |
979
+6
| +0.6% | +$705 | 0.04% | 265 |
|
|
2021
Q2 | $119K | Buy |
973
+12
| +1% | +$1.47K | 0.05% | 188 |
|
|
2021
Q1 | $102K | Hold |
961
| – | – | 0.05% | 176 |
|
|
2020
Q4 | $102K | Buy |
961
+8
| +0.8% | +$849 | 0.05% | 174 |
|
|
2020
Q3 | $88K | Buy |
953
+34
| +4% | +$3.14K | 0.05% | 174 |
|
|
2020
Q2 | $84K | Buy |
919
+6
| +0.7% | +$548 | 0.06% | 164 |
|
|
2020
Q1 | $73K | Buy |
913
+8
| +0.9% | +$640 | 0.06% | 174 |
|
|
2019
Q4 | $97K | Buy |
905
+7
| +0.8% | +$750 | 0.08% | 161 |
|
|
2019
Q3 | $92K | Buy |
898
+5
| +0.6% | +$512 | 0.09% | 159 |
|
|
2019
Q2 | $90K | Buy |
893
+57
| +7% | +$5.75K | 0.08% | 181 |
|
|
2019
Q1 | $83K | Buy |
836
+4
| +0.5% | +$397 | 0.06% | 159 |
|
|
2018
Q4 | $74K | Buy |
+832
| New | +$74K | 0.06% | 155 |
|