PCM
Parsons Capital Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,448
| Closed | -$512K | – | 437 |
|
|
2023
Q3 | $512K | Sell |
4,448
-3,440
| -44% | -$396K | 0.04% | 287 |
|
|
2023
Q2 | $967K | Buy |
7,888
+90
| +1% | +$11K | 0.07% | 216 |
|
|
2023
Q1 | $965K | Buy |
7,798
+3,423
| +78% | +$423K | 0.08% | 216 |
|
|
2022
Q4 | $547K | Buy |
+4,375
| New | +$547K | 0.05% | 274 |
|