Pure Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $455K | Buy |
3,351
+134
| +4% | +$18.2K | 0.01% | 311 |
|
2025
Q1 | $437K | Sell |
3,217
-449
| -12% | -$60.9K | 0.01% | 259 |
|
2024
Q4 | $484K | Buy |
3,666
+1,157
| +46% | +$153K | 0.01% | 220 |
|
2024
Q3 | $356K | Buy |
+2,509
| New | +$356K | 0.01% | 253 |
|
2023
Q3 | – | Sell |
-1,847
| Closed | -$226K | – | 269 |
|
2023
Q2 | $226K | Sell |
1,847
-75
| -4% | -$9.19K | 0.01% | 237 |
|
2023
Q1 | $238K | Buy |
1,922
+7
| +0.4% | +$866 | 0.01% | 230 |
|
2022
Q4 | $240K | Buy |
+1,915
| New | +$240K | 0.01% | 219 |
|
2022
Q1 | – | Sell |
-1,934
| Closed | -$250K | – | 234 |
|
2021
Q4 | $250K | Buy |
1,934
+3
| +0.2% | +$388 | 0.01% | 187 |
|
2021
Q3 | $227K | Buy |
+1,931
| New | +$227K | 0.02% | 180 |
|