Pursue Wealth Partners’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 | $1.38M | Hold |
10,146
| – | – | 0.78% | 39 |
|
|
2025
Q1 | $1.38M | Hold |
10,146
| – | – | 0.84% | 37 |
|
|
2024
Q4 | $1.34M | Hold |
10,146
| – | – | 0.77% | 38 |
|
|
2024
Q3 | $1.44M | Buy |
10,146
+1,082
| +12% | +$154K | 0.79% | 35 |
|
|
2024
Q2 | $1.15M | Hold |
9,064
| – | – | 0.63% | 39 |
|
|
2024
Q1 | $1.19M | Buy |
9,064
+1,338
| +17% | +$176K | 0.7% | 35 |
|
|
2023
Q4 | $966K | Buy |
7,726
+619
| +9% | +$77.4K | 0.62% | 43 |
|
|
2023
Q3 | $817K | Hold |
7,107
| – | – | 0.58% | 44 |
|
|
2023
Q2 | $871K | Buy |
7,107
+1,000
| +16% | +$123K | 0.55% | 46 |
|
|
2023
Q1 | $755K | Sell |
6,107
-8,700
| -59% | -$1.08M | 0.52% | 51 |
|
|
2022
Q4 | $1.85M | Buy |
14,807
+1,000
| +7% | +$125K | 1.43% | 25 |
|
|
2022
Q3 | $1.54M | Buy |
13,807
+2,000
| +17% | +$223K | 1.11% | 29 |
|
|
2022
Q2 | $1.4M | Hold |
11,807
| – | – | 0.89% | 36 |
|
|
2022
Q1 | $1.53M | Hold |
11,807
| – | – | 0.63% | 41 |
|
|
2021
Q4 | $1.53M | Buy |
+11,807
| New | +$1.53M | 0.59% | 46 |
|