Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
5,240
-360
| -6% | -$48.9K | 0.03% | 375 |
|
|
2025
Q1 | $760K | Buy |
5,600
+90
| +2% | +$12.2K | 0.04% | 337 |
|
|
2024
Q4 | $728K | Buy |
5,510
+28
| +0.5% | +$3.7K | 0.03% | 341 |
|
|
2024
Q3 | $779K | Buy |
5,482
+53
| +1% | +$7.53K | 0.04% | 327 |
|
|
2024
Q2 | $690K | Buy |
+5,429
| New | +$690K | 0.08% | 147 |
|
|
2024
Q1 | – | Sell |
-5,380
| Closed | -$672K | – | 462 |
|
|
2023
Q4 | $672K | Sell |
5,380
-122
| -2% | -$15.2K | 0.04% | 326 |
|
|
2023
Q3 | $633K | Sell |
5,502
-110
| -2% | -$12.7K | 0.04% | 320 |
|
|
2023
Q2 | $688K | Buy |
5,612
+119
| +2% | +$14.6K | 0.06% | 265 |
|
|
2023
Q1 | $680K | Buy |
5,493
+54
| +1% | +$6.68K | 0.06% | 267 |
|
|
2022
Q4 | $680K | Sell |
5,439
-58
| -1% | -$7.26K | 0.07% | 255 |
|
|
2022
Q3 | $613K | Buy |
5,497
+120
| +2% | +$13.4K | 0.07% | 245 |
|
|
2022
Q2 | $638K | Buy |
5,377
+482
| +10% | +$57.2K | 0.05% | 301 |
|
|
2022
Q1 | $627K | Buy |
4,895
+161
| +3% | +$20.6K | 0.07% | 207 |
|
|
2021
Q4 | $611K | Buy |
4,734
+780
| +20% | +$101K | 0.07% | 217 |
|
|
2021
Q3 | $465K | Buy |
3,954
+2
| +0.1% | +$235 | 0.06% | 235 |
|
|
2021
Q2 | $483K | Buy |
3,952
+1
| +0% | +$122 | 0.06% | 235 |
|
|
2021
Q1 | $466K | Buy |
3,951
+2
| +0.1% | +$236 | 0.07% | 220 |
|
|
2020
Q4 | $418K | Buy |
+3,949
| New | +$418K | 0.07% | 215 |
|
|
2019
Q3 | – | Sell |
-730
| Closed | -$736 | – | 431 |
|
|
2019
Q2 | $736 | Buy |
+730
| New | +$736 | 0.03% | 312 |
|