PCG
Prosperity Consulting Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
105,821
-4,176
| -4% | -$567K | 1.05% | 17 |
|
|
2025
Q1 | $14.9M | Sell |
109,997
-4,718
| -4% | -$640K | 1.15% | 13 |
|
|
2024
Q4 | $15.2M | Sell |
114,715
-3,981
| -3% | -$526K | 1.14% | 15 |
|
|
2024
Q3 | $16.9M | Sell |
118,696
-2,813
| -2% | -$400K | 1.32% | 10 |
|
|
2024
Q2 | $15.5M | Sell |
121,509
-7,612
| -6% | -$968K | 2.1% | 6 |
|
|
2024
Q1 | $16.9M | Buy |
129,121
+76,309
| +144% | +$10M | 2.12% | 6 |
|
|
2023
Q4 | $6.6M | Sell |
52,812
-2,767
| -5% | -$346K | 2.21% | 9 |
|
|
2023
Q3 | $6.39M | Sell |
55,579
-2,773
| -5% | -$319K | 2.94% | 6 |
|
|
2023
Q2 | $7.15M | Sell |
58,352
-393
| -0.7% | -$48.2K | 4.39% | 3 |
|
|
2023
Q1 | $7.27M | Sell |
58,745
-1,810
| -3% | -$224K | 4.59% | 3 |
|
|
2022
Q4 | $7.58M | Sell |
60,555
-1,163
| -2% | -$146K | 5.05% | 2 |
|
|
2022
Q3 | $6.88M | Sell |
61,718
-196
| -0.3% | -$21.9K | 5.65% | 3 |
|
|
2022
Q2 | $7.35M | Sell |
61,914
-88
| -0.1% | -$10.4K | 6.37% | 2 |
|
|
2022
Q1 | $7.94M | Sell |
62,002
-6,117
| -9% | -$784K | 5.9% | 2 |
|
|
2021
Q4 | $8.68M | Buy |
+68,119
| New | +$8.68M | 6.51% | 2 |
|