Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Buy |
8,984
+51
| +0.6% | +$6.37K | 0.61% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
8,933
-769
| -8% | -$88.4K | 0.63% | 46 |
|
|
2023
Q2 | $1.19M | Buy |
9,702
+159
| +2% | +$19.5K | 0.72% | 42 |
|
|
2023
Q1 | $1.18M | Buy |
9,543
+21
| +0.2% | +$2.6K | 0.7% | 42 |
|
|
2022
Q4 | $1.19M | Buy |
9,522
+323
| +4% | +$40.4K | 0.76% | 38 |
|
|
2022
Q3 | $1.03M | Buy |
9,199
+145
| +2% | +$16.2K | 0.7% | 38 |
|
|
2022
Q2 | $1.08M | Buy |
9,054
+90
| +1% | +$10.7K | 0.79% | 36 |
|
|
2022
Q1 | $1.15M | Buy |
8,964
+107
| +1% | +$13.7K | 0.73% | 38 |
|
|
2021
Q4 | $1.14M | Buy |
+8,857
| New | +$1.14M | 0.67% | 40 |
|