Revolve 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,856
| Closed | -$363K | – | 198 |
|
|
2024
Q2 | $363K | Hold |
2,856
| – | – | 0.06% | 119 |
|
|
2024
Q1 | $375K | Hold |
2,856
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $357K | Buy |
2,856
+116
| +4% | +$14.5K | 0.07% | 112 |
|
|
2023
Q3 | $315K | Hold |
2,740
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $336K | Hold |
2,740
| – | – | 0.08% | 104 |
|
|
2023
Q1 | $339K | Hold |
2,740
| – | – | 0.09% | 104 |
|
|
2022
Q4 | $343K | Hold |
2,740
| – | – | 0.1% | 97 |
|
|
2022
Q3 | $306K | Hold |
2,740
| – | – | 0.1% | 91 |
|
|
2022
Q2 | $325K | Buy |
2,740
+342
| +14% | +$40.6K | 0.11% | 92 |
|
|
2022
Q1 | $307K | Hold |
2,398
| – | – | 0.09% | 101 |
|
|
2021
Q4 | $310K | Buy |
+2,398
| New | +$310K | 0.09% | 104 |
|