LifeSteps Financial’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 | $3.98M | Sell |
29,348
-64
| -0.2% | -$8.69K | 2.74% | 8 |
|
|
2025
Q1 | $3.99M | Buy |
29,412
+291
| +1% | +$39.5K | 3.24% | 6 |
|
|
2024
Q4 | $3.85M | Buy |
29,121
+536
| +2% | +$70.8K | 2.95% | 8 |
|
|
2024
Q3 | $4.06M | Sell |
28,585
-14
| -0% | -$1.99K | 3.18% | 7 |
|
|
2024
Q2 | $3.64M | Sell |
28,599
-5,177
| -15% | -$658K | 3% | 8 |
|
|
2024
Q1 | $4.43M | Sell |
33,776
-86
| -0.3% | -$11.3K | 3.35% | 6 |
|
|
2023
Q4 | $4.23M | Sell |
33,862
-385
| -1% | -$48.1K | 3.75% | 6 |
|
|
2023
Q3 | $3.94M | Sell |
34,247
-173
| -0.5% | -$19.9K | 4.01% | 6 |
|
|
2023
Q2 | $4.22M | Sell |
34,420
-1,131
| -3% | -$139K | 4.17% | 5 |
|
|
2023
Q1 | $4.4M | Sell |
35,551
-1,204
| -3% | -$149K | 4.67% | 4 |
|
|
2022
Q4 | $4.6M | Buy |
36,755
+4,418
| +14% | +$553K | 4.79% | 4 |
|
|
2022
Q3 | $3.61M | Buy |
32,337
+328
| +1% | +$36.6K | 4.06% | 5 |
|
|
2022
Q2 | $3.8M | Sell |
32,009
-287
| -0.9% | -$34.1K | 3.96% | 5 |
|
|
2022
Q1 | $4.14M | Sell |
32,296
-969
| -3% | -$124K | 3.06% | 7 |
|
|
2021
Q4 | $4.3M | Sell |
33,265
-900
| -3% | -$116K | 3.04% | 8 |
|
|
2021
Q3 | $4.02M | Sell |
34,165
-664
| -2% | -$78.1K | 3.07% | 9 |
|
|
2021
Q2 | $4.26M | Buy |
34,829
+1,314
| +4% | +$161K | 3.27% | 7 |
|
|
2021
Q1 | $3.96M | Sell |
33,515
-3,892
| -10% | -$459K | 3.3% | 7 |
|
|
2020
Q4 | $3.96M | Sell |
37,407
-1,597
| -4% | -$169K | 3.64% | 6 |
|
|
2020
Q3 | $3.6M | Sell |
39,004
-1,486
| -4% | -$137K | 3.8% | 6 |
|
|
2020
Q2 | $3.69M | Sell |
40,490
-4,015
| -9% | -$366K | 4.26% | 6 |
|
|
2020
Q1 | $3.55M | Sell |
44,505
-2,277
| -5% | -$182K | 4.09% | 3 |
|
|
2019
Q4 | $5.03M | Buy |
+46,782
| New | +$5.03M | 4.75% | 3 |
|