Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,355
| Closed | -$170K | – | 1143 |
|
|
2022
Q4 | $170K | Buy |
+1,355
| New | +$170K | 0.04% | 145 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$11K | – | 991 |
|
|
2019
Q4 | $11K | Hold |
100
| – | – | 0.01% | 342 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | 0.01% | 343 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | 0.01% | 329 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | 0.01% | 336 |
|
|
2018
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 460 |
|