NPA
Nichols & Pratt Advisers’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,625
| Closed | -$203K | – | 105 |
|
|
2023
Q4 | $203K | Buy |
+1,625
| New | +$203K | 0.01% | 104 |
|
|
2023
Q2 | – | Sell |
-1,625
| Closed | -$201K | – | 112 |
|
|
2023
Q1 | $201K | Hold |
1,625
| – | – | 0.02% | 101 |
|
|
2022
Q4 | $203K | Buy |
+1,625
| New | +$203K | 0.02% | 96 |
|
|
2022
Q2 | – | Sell |
-1,625
| Closed | -$208K | – | 96 |
|
|
2022
Q1 | $208K | Hold |
1,625
| – | – | 0.02% | 98 |
|
|
2021
Q4 | $210K | Buy |
+1,625
| New | +$210K | 0.01% | 99 |
|