May Barnhard Investments’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 | $1.59M | Buy |
11,726
+1,568
| +15% | +$213K | 0.74% | 36 |
|
|
2025
Q1 | $1.38M | Buy |
10,158
+18
| +0.2% | +$2.44K | 0.69% | 36 |
|
|
2024
Q4 | $1.34M | Buy |
10,140
+23
| +0.2% | +$3.04K | 0.64% | 35 |
|
|
2024
Q3 | $1.44M | Sell |
10,117
-60
| -0.6% | -$8.52K | 0.7% | 35 |
|
|
2024
Q2 | $1.29M | Sell |
10,177
-131
| -1% | -$16.7K | 0.67% | 36 |
|
|
2024
Q1 | $1.35M | Buy |
10,308
+487
| +5% | +$63.9K | 0.68% | 35 |
|
|
2023
Q4 | $1.23M | Buy |
+9,821
| New | +$1.23M | 0.63% | 36 |
|