PCA Investment Advisory Services’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
Q1 | – | Sell |
-5,832
| Closed | -$770K | – | 124 |
|
|
2024
Q4 | $770K | Buy |
5,832
+24
| +0.4% | +$3.17K | 0.36% | 42 |
|
|
2024
Q3 | $825K | Buy |
5,808
+2,580
| +80% | +$366K | 0.39% | 41 |
|
|
2024
Q2 | $411K | Buy |
3,228
+21
| +0.7% | +$2.67K | 0.22% | 65 |
|
|
2024
Q1 | $421K | Buy |
3,207
+420
| +15% | +$55.1K | 0.24% | 63 |
|
|
2023
Q4 | $348K | Buy |
2,787
+21
| +0.8% | +$2.62K | 0.23% | 66 |
|
|
2023
Q3 | $318K | Hold |
2,766
| – | – | 0.23% | 70 |
|
|
2023
Q2 | $339K | Hold |
2,766
| – | – | 0.2% | 69 |
|
|
2023
Q1 | $342K | Buy |
+2,766
| New | +$342K | 0.24% | 68 |
|