Oxler Private 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
Q4 | – | Sell |
-1,451
| Closed | -$206K | – | 87 |
|
|
2024
Q3 | $206K | Buy |
+1,451
| New | +$206K | 0.07% | 85 |
|
|
2022
Q4 | – | Sell |
-1,422
| Closed | -$255K | – | 352 |
|
|
2022
Q3 | $255K | Buy |
1,422
+9
| +0.6% | +$1.61K | 0.14% | 89 |
|
|
2022
Q2 | $168K | Buy |
+1,413
| New | +$168K | 0.08% | 108 |
|
|
2021
Q1 | – | Sell |
-1,385
| Closed | -$146K | – | 192 |
|
|
2020
Q4 | $146K | Buy |
+1,385
| New | +$146K | 0.08% | 115 |
|