MidWestOne Financial Group’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
Q1 | – | Sell |
-4,770
| Closed | -$630K | – | 298 |
|
|
2024
Q4 | $630K | Sell |
4,770
-7,405
| -61% | -$978K | 0.09% | 192 |
|
|
2024
Q3 | $1.73M | Sell |
12,175
-517
| -4% | -$73.4K | 0.24% | 95 |
|
|
2024
Q2 | $1.61M | Buy |
12,692
+580
| +5% | +$73.8K | 0.29% | 92 |
|
|
2024
Q1 | $1.59M | Buy |
12,112
+55
| +0.5% | +$7.22K | 0.29% | 96 |
|
|
2023
Q4 | $1.51M | Buy |
12,057
+1,725
| +17% | +$216K | 0.29% | 89 |
|
|
2023
Q3 | $1.19M | Buy |
10,332
+265
| +3% | +$30.5K | 0.27% | 101 |
|
|
2023
Q2 | $1.23M | Buy |
10,067
+919
| +10% | +$113K | 0.27% | 99 |
|
|
2023
Q1 | $1.13M | Buy |
9,148
+1,065
| +13% | +$132K | 0.26% | 102 |
|
|
2022
Q4 | $1.01M | Sell |
8,083
-658
| -8% | -$82.3K | 0.23% | 100 |
|
|
2022
Q3 | $974K | Buy |
8,741
+1,276
| +17% | +$142K | 0.25% | 99 |
|
|
2022
Q2 | $886K | Buy |
7,465
+1,698
| +29% | +$202K | 0.22% | 109 |
|
|
2022
Q1 | $739K | Buy |
5,767
+699
| +14% | +$89.6K | 0.16% | 143 |
|
|
2021
Q4 | $654K | Buy |
+5,068
| New | +$654K | 0.14% | 157 |
|