MinichMacGregor Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,150
| Closed | -$269K | – | 116 |
|
|
2023
Q4 | $269K | Buy |
+2,150
| New | +$269K | 0.08% | 86 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$25K | – | 547 |
|
|
2022
Q4 | $25K | Buy |
+200
| New | +$25K | 0.01% | 270 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$24K | – | 446 |
|
|
2018
Q3 | $24K | Hold |
250
| – | – | 0.02% | 201 |
|
|
2018
Q2 | $23K | Hold |
250
| – | – | 0.02% | 198 |
|
|
2018
Q1 | $22K | Hold |
250
| – | – | 0.02% | 203 |
|
|
2017
Q4 | $23K | Hold |
250
| – | – | 0.02% | 188 |
|
|
2017
Q3 | $22K | Hold |
250
| – | – | 0.02% | 190 |
|
|
2017
Q2 | $22K | Hold |
250
| – | – | 0.02% | 179 |
|
|
2017
Q1 | $22K | Hold |
250
| – | – | 0.02% | 175 |
|
|
2016
Q4 | $21K | Hold |
250
| – | – | 0.02% | 177 |
|
|
2016
Q3 | $21K | Hold |
250
| – | – | 0.02% | 181 |
|
|
2016
Q2 | $20K | Hold |
250
| – | – | 0.02% | 177 |
|
|
2016
Q1 | $19K | Buy |
+250
| New | +$19K | 0.02% | 182 |
|