Morling Financial Advisors’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 | $47.9K | Hold |
353
| – | – | 0.02% | 83 |
|
|
2025
Q1 | $47.9K | Hold |
353
| – | – | 0.02% | 102 |
|
|
2024
Q4 | $46.6K | Hold |
353
| – | – | 0.02% | 95 |
|
|
2024
Q3 | $50.1K | Hold |
353
| – | – | 0.02% | 83 |
|
|
2024
Q2 | $44.9K | Hold |
353
| – | – | 0.02% | 74 |
|
|
2024
Q1 | $46.3K | Hold |
353
| – | – | 0.03% | 84 |
|
|
2023
Q4 | $44.1K | Sell |
353
-121
| -26% | -$15.1K | 0.04% | 67 |
|
|
2023
Q3 | $54.5K | Sell |
474
-1
| -0.2% | -$115 | 0.05% | 59 |
|
|
2023
Q2 | $58.2K | Buy |
475
+1
| +0.2% | +$122 | 0.06% | 60 |
|
|
2023
Q1 | $58.6K | Buy |
474
+1
| +0.2% | +$124 | 0.06% | 64 |
|
|
2022
Q4 | $59.2K | Buy |
473
+1
| +0.2% | +$125 | 0.08% | 64 |
|
|
2022
Q3 | $53K | Buy |
472
+1
| +0.2% | +$112 | 0.07% | 58 |
|
|
2022
Q2 | $56K | Sell |
471
-141
| -23% | -$16.8K | 0.07% | 61 |
|
|
2022
Q1 | $78K | Buy |
612
+1
| +0.2% | +$127 | 0.1% | 63 |
|
|
2021
Q4 | $79K | Buy |
+611
| New | +$79K | 0.08% | 60 |
|