Pinnacle Wealth Management Advisory Group’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 | $202K | Hold |
1,486
| – | – | 0.02% | 358 |
|
|
2025
Q1 | $202K | Sell |
1,486
-196
| -12% | -$26.6K | 0.02% | 347 |
|
|
2024
Q4 | $222K | Buy |
1,682
+97
| +6% | +$12.8K | 0.02% | 329 |
|
|
2024
Q3 | $225K | Sell |
1,585
-76
| -5% | -$10.8K | 0.02% | 324 |
|
|
2024
Q2 | $211K | Hold |
1,661
| – | – | 0.02% | 329 |
|
|
2024
Q1 | $218K | Sell |
1,661
-451
| -21% | -$59.2K | 0.02% | 318 |
|
|
2023
Q4 | $264K | Sell |
2,112
-1,394
| -40% | -$174K | 0.03% | 273 |
|
|
2023
Q3 | $403K | Buy |
3,506
+3
| +0.1% | +$345 | 0.05% | 200 |
|
|
2023
Q2 | $429K | Sell |
3,503
-184
| -5% | -$22.6K | 0.05% | 195 |
|
|
2023
Q1 | $456K | Buy |
3,687
+460
| +14% | +$56.9K | 0.06% | 184 |
|
|
2022
Q4 | $404K | Buy |
+3,227
| New | +$404K | 0.06% | 191 |
|
|
2018
Q4 | – | Sell |
-4,095
| Closed | -$401K | – | 177 |
|
|
2018
Q3 | $401K | Sell |
4,095
-1,160
| -22% | -$114K | 0.2% | 106 |
|
|
2018
Q2 | $487K | Sell |
5,255
-11
| -0.2% | -$1.02K | 0.26% | 92 |
|
|
2018
Q1 | $480K | Hold |
5,266
| – | – | 0.27% | 89 |
|
|
2017
Q4 | $498K | Buy |
5,266
+741
| +16% | +$70.1K | 0.28% | 88 |
|
|
2017
Q3 | $413K | Hold |
4,525
| – | – | 0.24% | 98 |
|
|
2017
Q2 | $402K | Buy |
+4,525
| New | +$402K | 0.25% | 97 |
|