MBM Wealth Consultants’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
Q2 | – | Sell |
-570
| Closed | -$71K | – | 241 |
|
|
2023
Q1 | $71K | Hold |
570
| – | – | 0.03% | 144 |
|
|
2022
Q4 | $72K | Sell |
570
-5
| -0.9% | -$632 | 0.03% | 144 |
|
|
2022
Q3 | $66K | Hold |
575
| – | – | 0.03% | 141 |
|
|
2022
Q2 | $68K | Hold |
575
| – | – | 0.03% | 140 |
|
|
2022
Q1 | $74K | Hold |
575
| – | – | 0.03% | 159 |
|
|
2021
Q4 | $74K | Hold |
575
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $68K | Hold |
575
| – | – | 0.03% | 141 |
|
|
2021
Q2 | $70K | Hold |
575
| – | – | 0.03% | 132 |
|
|
2021
Q1 | $68K | Hold |
575
| – | – | 0.03% | 125 |
|
|
2020
Q4 | $61K | Hold |
575
| – | – | 0.03% | 125 |
|
|
2020
Q3 | $53K | Hold |
575
| – | – | 0.03% | 125 |
|
|
2020
Q2 | $52K | Hold |
575
| – | – | 0.04% | 118 |
|
|
2020
Q1 | $46K | Hold |
575
| – | – | 0.04% | 114 |
|
|
2019
Q4 | $62K | Hold |
575
| – | – | 0.05% | 112 |
|
|
2019
Q3 | $59K | Hold |
575
| – | – | 0.05% | 113 |
|
|
2019
Q2 | $58K | Hold |
575
| – | – | 0.05% | 116 |
|
|
2019
Q1 | $57K | Hold |
575
| – | – | 0.05% | 116 |
|
|
2018
Q4 | $51K | Buy |
+575
| New | +$51K | 0.05% | 130 |
|