Mayflower Financial Advisors’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 | $511K | Sell |
3,766
-148
| -4% | -$20.1K | 0.07% | 240 |
|
|
2025
Q1 | $531K | Sell |
3,914
-30
| -0.8% | -$4.07K | 0.08% | 216 |
|
|
2024
Q4 | $521K | Sell |
3,944
-89
| -2% | -$11.8K | 0.08% | 219 |
|
|
2024
Q3 | $573K | Sell |
4,033
-29,231
| -88% | -$4.15M | 0.09% | 201 |
|
|
2024
Q2 | $552K | Sell |
33,264
-23
| -0.1% | -$381 | 0.09% | 197 |
|
|
2024
Q1 | $571K | Buy |
33,287
+485
| +1% | +$8.32K | 0.1% | 193 |
|
|
2023
Q4 | $485K | Sell |
32,802
-438
| -1% | -$6.47K | 0.07% | 206 |
|
|
2023
Q3 | $499K | Sell |
33,240
-781
| -2% | -$11.7K | 0.07% | 194 |
|
|
2023
Q2 | $626K | Buy |
34,021
+718
| +2% | +$13.2K | 0.08% | 176 |
|
|
2023
Q1 | $542K | Sell |
33,303
-49
| -0.1% | -$798 | 0.07% | 186 |
|
|
2022
Q4 | $554K | Buy |
33,352
+44
| +0.1% | +$731 | 0.08% | 179 |
|
|
2022
Q3 | $492K | Buy |
33,308
+964
| +3% | +$14.2K | 0.08% | 186 |
|
|
2022
Q2 | $408K | Hold |
32,344
| – | – | 0.06% | 215 |
|
|
2022
Q1 | $438K | Hold |
32,344
| – | – | 0.06% | 218 |
|
|
2021
Q4 | $441K | Buy |
32,344
+29,206
| +931% | +$398K | 0.06% | 209 |
|
|
2021
Q3 | $384K | Sell |
3,138
-300
| -9% | -$36.7K | 0.05% | 223 |
|
|
2021
Q2 | $420K | Sell |
3,438
-41
| -1% | -$5.01K | 0.06% | 192 |
|
|
2021
Q1 | $411K | Buy |
3,479
+41
| +1% | +$4.84K | 0.06% | 185 |
|
|
2020
Q4 | $364K | Buy |
+3,438
| New | +$364K | 0.06% | 174 |
|