Morton Brown 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$2.63K | – | 232 |
|
|
2024
Q1 | $2.63K | Hold |
20
| – | – | ﹤0.01% | 185 |
|
|
2023
Q4 | $2.5K | Hold |
20
| – | – | ﹤0.01% | 231 |
|
|
2023
Q3 | $2.3K | Hold |
20
| – | – | ﹤0.01% | 156 |
|
|
2023
Q2 | $2.45K | Hold |
20
| – | – | ﹤0.01% | 149 |
|
|
2023
Q1 | $2.47K | Hold |
20
| – | – | ﹤0.01% | 180 |
|
|
2022
Q4 | $2.5K | Hold |
20
| – | – | ﹤0.01% | 139 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 178 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 203 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 122 |
|
|
2021
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 151 |
|