Peninsula 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
Q2 | – | Sell |
-2,151
| Closed | -$282K | – | 101 |
|
|
2024
Q1 | $282K | Hold |
2,151
| – | – | 0.06% | 77 |
|
|
2023
Q4 | $269K | Hold |
2,151
| – | – | 0.06% | 80 |
|
|
2023
Q3 | $239K | Hold |
2,151
| – | – | 0.06% | 77 |
|
|
2023
Q2 | $264K | Hold |
2,151
| – | – | 0.07% | 68 |
|
|
2023
Q1 | $266K | Hold |
2,151
| – | – | 0.08% | 65 |
|
|
2022
Q4 | $269K | Hold |
2,151
| – | – | 0.08% | 60 |
|
|
2022
Q3 | $240K | Hold |
2,151
| – | – | 0.08% | 61 |
|
|
2022
Q2 | $255K | Hold |
2,151
| – | – | 0.09% | 57 |
|
|
2022
Q1 | $276K | Hold |
2,151
| – | – | 0.08% | 56 |
|
|
2021
Q4 | $278K | Buy |
+2,151
| New | +$278K | 0.07% | 57 |
|
|
2020
Q1 | – | Sell |
-2,360
| Closed | -$254K | – | 45 |
|
|
2019
Q4 | $254K | Buy |
2,360
+209
| +10% | +$22.5K | 0.12% | 32 |
|
|
2019
Q3 | $221K | Buy |
+2,151
| New | +$221K | 0.11% | 32 |
|