New Century Financial Group’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 | $821K | Sell |
6,050
-140
| -2% | -$19K | 0.96% | 41 |
|
|
2025
Q1 | $840K | Hold |
6,190
| – | – | 0.97% | 25 |
|
|
2024
Q4 | $816K | Sell |
6,190
-500
| -7% | -$65.9K | 0.35% | 77 |
|
|
2024
Q3 | $950K | Buy |
6,690
+150
| +2% | +$21.3K | 0.35% | 77 |
|
|
2024
Q2 | $832K | Hold |
6,540
| – | – | 0.35% | 84 |
|
|
2024
Q1 | $858K | Hold |
6,540
| – | – | 0.59% | 55 |
|
|
2023
Q4 | $817K | Buy |
+6,540
| New | +$817K | 0.71% | 43 |
|