RE Dickinson Investment 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 | – | Sell |
-331
| Closed | -$38K | – | 272 |
|
|
2023
Q3 | $38K | Hold |
331
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $41K | Hold |
331
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $41K | Buy |
331
+25
| +8% | +$3.1K | 0.01% | 167 |
|
|
2022
Q4 | $38K | Hold |
306
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $34K | Hold |
306
| – | – | 0.03% | 87 |
|
|
2022
Q2 | $36 | Hold |
306
| – | – | 0.01% | 93 |
|
|
2022
Q1 | $39K | Hold |
306
| – | – | 0.03% | 103 |
|
|
2021
Q4 | $40K | Buy |
+306
| New | +$40K | 0.03% | 98 |
|