MPS Loria Financial Planners’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 | $1.27M | Sell |
9,334
-846
| -8% | -$115K | 0.37% | 23 |
|
|
2025
Q1 | $1.38M | Buy |
10,180
+15
| +0.1% | +$2.04K | 0.41% | 21 |
|
|
2024
Q4 | $1.34M | Sell |
10,165
-155
| -2% | -$20.5K | 0.4% | 23 |
|
|
2024
Q3 | $1.47M | Sell |
10,320
-970
| -9% | -$138K | 0.44% | 20 |
|
|
2024
Q2 | $1.44M | Sell |
11,290
-504
| -4% | -$64.1K | 0.46% | 20 |
|
|
2024
Q1 | $1.55M | Buy |
11,794
+37
| +0.3% | +$4.86K | 0.52% | 18 |
|
|
2023
Q4 | $1.47M | Sell |
11,757
-985
| -8% | -$123K | 0.52% | 17 |
|
|
2023
Q3 | $1.47M | Sell |
12,742
-259
| -2% | -$29.8K | 0.57% | 16 |
|
|
2023
Q2 | $1.59M | Sell |
13,001
-245
| -2% | -$30K | 0.6% | 16 |
|
|
2023
Q1 | $1.64M | Sell |
13,246
-264
| -2% | -$32.7K | 0.66% | 14 |
|
|
2022
Q4 | $1.69M | Sell |
13,510
-129
| -0.9% | -$16.1K | 0.75% | 13 |
|
|
2022
Q3 | $1.52M | Sell |
13,639
-103
| -0.7% | -$11.5K | 0.59% | 16 |
|
|
2022
Q2 | $1.63M | Sell |
13,742
-91
| -0.7% | -$10.8K | 0.74% | 14 |
|
|
2022
Q1 | $1.77M | Sell |
13,833
-43
| -0.3% | -$5.51K | 0.74% | 14 |
|
|
2021
Q4 | $1.79M | Buy |
13,876
+139
| +1% | +$17.9K | 0.73% | 14 |
|
|
2021
Q3 | $1.61M | Buy |
13,737
+19
| +0.1% | +$2.23K | 0.74% | 13 |
|
|
2021
Q2 | $1.68M | Buy |
13,718
+488
| +4% | +$59.7K | 0.77% | 13 |
|
|
2021
Q1 | $1.56M | Sell |
13,230
-608
| -4% | -$71.7K | 0.73% | 15 |
|
|
2020
Q4 | $1.45M | Buy |
13,838
+263
| +2% | +$27.5K | 0.65% | 17 |
|
|
2020
Q3 | $1.25M | Sell |
13,575
-1,427
| -10% | -$132K | 0.65% | 19 |
|
|
2020
Q2 | $1.37M | Sell |
15,002
-1,605
| -10% | -$146K | 0.73% | 15 |
|
|
2020
Q1 | $1.33M | Sell |
16,607
-815
| -5% | -$65.1K | 1.02% | 13 |
|
|
2019
Q4 | $1.87M | Sell |
17,422
-455
| -3% | -$48.9K | 1.11% | 12 |
|
|
2019
Q3 | $1.83M | Sell |
17,877
-640
| -3% | -$65.7K | 1.19% | 9 |
|
|
2019
Q2 | $1.87M | Sell |
18,517
-290
| -2% | -$29.3K | 1.19% | 8 |
|
|
2019
Q1 | $1.87M | Sell |
18,807
-492
| -3% | -$48.9K | 1.24% | 8 |
|
|
2018
Q4 | $1.73M | Sell |
19,299
-442
| -2% | -$39.6K | 1.24% | 10 |
|
|
2018
Q3 | $1.95M | Buy |
+19,741
| New | +$1.95M | 1.22% | 11 |
|
|
2018
Q2 | – | Sell |
-21,669
| Closed | -$1.98M | – | 70 |
|
|
2018
Q1 | $1.98M | Sell |
21,669
-2,518
| -10% | -$230K | 1.39% | 10 |
|
|
2017
Q4 | $2.29M | Sell |
24,187
-456
| -2% | -$43.1K | 1.56% | 9 |
|
|
2017
Q3 | $2.25M | Sell |
24,643
-217
| -0.9% | -$19.8K | 1.61% | 10 |
|
|
2017
Q2 | $2.21M | Buy |
+24,860
| New | +$2.21M | 1.48% | 10 |
|