Perfromance Wealth Partners’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
Q2 | $496K | Buy |
3,656
+43
| +1% | +$5.84K | 0.02% | 107 |
|
|
2025
Q1 | $490K | Sell |
3,613
-249
| -6% | -$33.8K | 0.02% | 92 |
|
|
2024
Q4 | $510K | Sell |
3,862
-209
| -5% | -$27.6K | 0.02% | 95 |
|
|
2024
Q3 | $578K | Sell |
4,071
-27
| -0.7% | -$3.84K | 0.02% | 94 |
|
|
2024
Q2 | $521K | Sell |
4,098
-21
| -0.5% | -$2.67K | 0.02% | 84 |
|
|
2024
Q1 | $541K | Buy |
4,119
+560
| +16% | +$73.5K | 0.02% | 93 |
|
|
2023
Q4 | $445K | Buy |
3,559
+115
| +3% | +$14.4K | 0.02% | 109 |
|
|
2023
Q3 | $396K | Sell |
3,444
-204
| -6% | -$23.5K | 0.02% | 119 |
|
|
2023
Q2 | $446K | Sell |
3,648
-129
| -3% | -$15.8K | 0.02% | 124 |
|
|
2023
Q1 | $467K | Sell |
3,777
-59
| -2% | -$7.3K | 0.02% | 115 |
|
|
2022
Q4 | $480K | Sell |
3,836
-60
| -2% | -$7.51K | 0.03% | 105 |
|
|
2022
Q3 | $434K | Sell |
3,896
-11
| -0.3% | -$1.23K | 0.03% | 107 |
|
|
2022
Q2 | $464K | Sell |
3,907
-10
| -0.3% | -$1.19K | 0.03% | 105 |
|
|
2022
Q1 | $502K | Sell |
3,917
-747
| -16% | -$95.7K | 0.02% | 107 |
|
|
2021
Q4 | $602K | Buy |
+4,664
| New | +$602K | 0.02% | 107 |
|