Prosperity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,512
| Closed | -$215K | – | 361 |
|
|
2024
Q3 | $215K | Sell |
1,512
-81
| -5% | -$11.5K | 0.02% | 320 |
|
|
2024
Q2 | $203K | Sell |
1,593
-30
| -2% | -$3.82K | 0.02% | 301 |
|
|
2024
Q1 | $213K | Buy |
+1,623
| New | +$213K | 0.03% | 311 |
|
|
2023
Q3 | – | Sell |
-1,895
| Closed | -$232K | – | 251 |
|
|
2023
Q2 | $232K | Sell |
1,895
-1,119
| -37% | -$137K | 0.03% | 207 |
|
|
2023
Q1 | $373K | Buy |
3,014
+165
| +6% | +$20.4K | 0.06% | 142 |
|
|
2022
Q4 | $356K | Buy |
+2,849
| New | +$356K | 0.11% | 124 |
|