Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $605K | Sell |
4,832
-194
| -4% | -$24.3K | ﹤0.01% | 276 |
|
|
2022
Q3 | $560K | Buy |
5,026
+1,478
| +42% | +$165K | ﹤0.01% | 274 |
|
|
2022
Q2 | $421K | Buy |
3,548
+77
| +2% | +$9.14K | ﹤0.01% | 295 |
|
|
2022
Q1 | $445K | Sell |
3,471
-302
| -8% | -$38.7K | ﹤0.01% | 324 |
|
|
2021
Q4 | $487K | Buy |
3,773
+1,106
| +41% | +$143K | ﹤0.01% | 337 |
|
|
2021
Q3 | $314K | Sell |
2,667
-641
| -19% | -$75.5K | ﹤0.01% | 392 |
|
|
2021
Q2 | $405K | Buy |
3,308
+234
| +8% | +$28.6K | ﹤0.01% | 345 |
|
|
2021
Q1 | $363K | Sell |
3,074
-1,635
| -35% | -$193K | ﹤0.01% | 354 |
|
|
2020
Q4 | $499K | Buy |
4,709
+1,689
| +56% | +$179K | ﹤0.01% | 298 |
|
|
2020
Q3 | $279K | Buy |
+3,020
| New | +$279K | ﹤0.01% | 341 |
|
|
2020
Q2 | – | Sell |
-3,516
| Closed | -$241K | – | 373 |
|
|
2020
Q1 | $241K | Buy |
3,516
+587
| +20% | +$40.2K | ﹤0.01% | 310 |
|
|
2019
Q4 | $315K | Buy |
2,929
+145
| +5% | +$15.6K | ﹤0.01% | 319 |
|
|
2019
Q3 | $285K | Buy |
2,784
+563
| +25% | +$57.6K | ﹤0.01% | 302 |
|
|
2019
Q2 | $224K | Buy |
+2,221
| New | +$224K | ﹤0.01% | 300 |
|