My Personal CFO LLC’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 | $380K | Hold |
2,800
| – | – | 0.17% | 69 |
|
|
2025
Q1 | $380K | Hold |
2,800
| – | – | 0.19% | 64 |
|
|
2024
Q4 | $370K | Hold |
2,800
| – | – | 0.19% | 69 |
|
|
2024
Q3 | $398K | Hold |
2,800
| – | – | 0.22% | 65 |
|
|
2024
Q2 | $356K | Hold |
2,800
| – | – | 0.19% | 75 |
|
|
2024
Q1 | $367K | Hold |
2,800
| – | – | 0.21% | 71 |
|
|
2023
Q4 | $350K | Hold |
2,800
| – | – | 0.23% | 71 |
|
|
2023
Q3 | $322K | Hold |
2,800
| – | – | 0.26% | 64 |
|
|
2023
Q2 | $343K | Hold |
2,800
| – | – | 0.27% | 61 |
|
|
2023
Q1 | $346K | Buy |
2,800
+2,798
| +139,900% | +$346K | 0.3% | 56 |
|
|
2022
Q4 | $350K | Hold |
2
| – | – | 0.32% | 49 |
|
|
2022
Q3 | $326K | Sell |
2
-2,798
| -100% | -$456M | 0.5% | 44 |
|
|
2022
Q2 | $332K | Hold |
2,800
| – | – | 0.43% | 41 |
|
|
2022
Q1 | $359K | Hold |
2,800
| – | – | 0.37% | 41 |
|
|
2021
Q4 | $362K | Buy |
+2,800
| New | +$362K | 0.32% | 45 |
|