Parsec Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $303K | Hold |
2,452
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $307K | Buy |
2,452
+158
| +7% | +$19.8K | 0.01% | 246 |
|
|
2022
Q3 | $256K | Sell |
2,294
-88
| -4% | -$9.82K | 0.01% | 249 |
|
|
2022
Q2 | $283K | Hold |
2,382
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $305K | Sell |
2,382
-1,253
| -34% | -$160K | 0.01% | 253 |
|
|
2021
Q4 | $469K | Hold |
3,635
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $458K | Buy |
+3,635
| New | +$458K | 0.02% | 216 |
|