PrairieView 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 | $12K | Hold |
95
| – | – | ﹤0.01% | 275 |
|
|
2025
Q1 | $12K | Sell |
95
-44
| -32% | -$5.56K | ﹤0.01% | 272 |
|
|
2024
Q4 | $18K | Hold |
139
| – | – | ﹤0.01% | 254 |
|
|
2024
Q3 | $19K | Hold |
139
| – | – | ﹤0.01% | 252 |
|
|
2024
Q2 | $17K | Hold |
139
| – | – | ﹤0.01% | 267 |
|
|
2024
Q1 | $19K | Buy |
139
+10
| +8% | +$1.37K | ﹤0.01% | 249 |
|
|
2023
Q4 | $16K | Hold |
129
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $14K | Hold |
129
| – | – | ﹤0.01% | 263 |
|
|
2023
Q2 | $15K | Sell |
129
-250
| -66% | -$29.1K | ﹤0.01% | 295 |
|
|
2023
Q1 | $46K | Hold |
379
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $47K | Buy |
379
+250
| +194% | +$31K | 0.01% | 196 |
|
|
2022
Q3 | $14K | Sell |
129
-59
| -31% | -$6.4K | ﹤0.01% | 280 |
|
|
2022
Q2 | $22K | Buy |
188
+58
| +45% | +$6.79K | ﹤0.01% | 262 |
|
|
2022
Q1 | $17K | Hold |
130
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $17K | Sell |
130
-12
| -8% | -$1.57K | ﹤0.01% | 289 |
|
|
2021
Q3 | $17K | Sell |
142
-8
| -5% | -$958 | ﹤0.01% | 240 |
|
|
2021
Q2 | $18K | Hold |
150
| – | – | ﹤0.01% | 236 |
|
|
2021
Q1 | $18K | Hold |
150
| – | – | ﹤0.01% | 231 |
|
|
2020
Q4 | $16K | Hold |
150
| – | – | ﹤0.01% | 224 |
|
|
2020
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 219 |
|
|
2020
Q2 | $14K | Sell |
150
-970
| -87% | -$90.5K | ﹤0.01% | 214 |
|
|
2020
Q1 | $89K | Buy |
+1,120
| New | +$89K | 0.02% | 108 |
|