Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.21M | Buy |
9,452
+494
| +6% | +$63.3K | 0.13% | 90 |
|
|
2021
Q4 | $1.16M | Sell |
8,958
-333
| -4% | -$43K | 0.1% | 115 |
|
|
2021
Q3 | $1.09M | Buy |
+9,291
| New | +$1.09M | 0.11% | 115 |
|
|
2021
Q2 | – | Sell |
-8,591
| Closed | -$1.01M | – | 335 |
|
|
2021
Q1 | $1.01M | Buy |
+8,591
| New | +$1.01M | 0.2% | 62 |
|
|
2020
Q4 | – | Sell |
-8,591
| Closed | -$794K | – | 238 |
|
|
2020
Q3 | $794K | Sell |
8,591
-566
| -6% | -$52.3K | 0.2% | 68 |
|
|
2020
Q2 | $835K | Hold |
9,157
| – | – | 0.23% | 65 |
|
|
2020
Q1 | $731K | Sell |
9,157
-2,600
| -22% | -$208K | 0.22% | 66 |
|
|
2019
Q4 | $1.27M | Hold |
11,757
| – | – | 0.31% | 48 |
|
|
2019
Q3 | $1.21M | Buy |
11,757
+9,647
| +457% | +$990K | 0.33% | 48 |
|
|
2019
Q2 | $213K | Buy |
+2,110
| New | +$213K | 0.07% | 156 |
|