Private Capital Management (Colorado)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $726K | Hold |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $658K | Sell |
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|
2023
Q3 | $652K | Sell |
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|
2023
Q2 | $709K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $802K | Buy |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $973K | Hold |
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|
2022
Q1 | $973K | Sell |
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|
2021
Q4 | $986K | Buy |
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|
2021
Q3 | $848K | Buy |
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|
2021
Q2 | $880K | Buy |
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|
2021
Q1 | $839K | Sell |
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|
2020
Q4 | $821K | Sell |
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|
2020
Q3 | $826K | Sell |
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|
2020
Q2 | $822K | Sell |
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|
2020
Q1 | $724K | Buy |
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|
2019
Q4 | $843K | Hold |
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|
2019
Q3 | $843K | Buy |
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|
2019
Q2 | $828K | Sell |
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|
2019
Q1 | $824K | Buy |
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|
2018
Q4 | $740K | Buy |
|