River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
2,899
| – | – | 0.05% | 168 |
|
|
2025
Q1 | $393K | Hold |
2,899
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $383K | Hold |
2,899
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $412K | Hold |
2,899
| – | – | 0.05% | 159 |
|
|
2024
Q2 | $369K | Sell |
2,899
-179
| -6% | -$22.8K | 0.05% | 160 |
|
|
2024
Q1 | $404K | Hold |
3,078
| – | – | 0.06% | 153 |
|
|
2023
Q4 | $385K | Sell |
3,078
-1
| -0% | -$125 | 0.06% | 155 |
|
|
2023
Q3 | $354K | Sell |
3,079
-636
| -17% | -$73.1K | 0.06% | 159 |
|
|
2023
Q2 | $455K | Sell |
3,715
-138
| -4% | -$16.9K | 0.08% | 151 |
|
|
2023
Q1 | $477K | Sell |
3,853
-286
| -7% | -$35.4K | 0.09% | 148 |
|
|
2022
Q4 | $518K | Sell |
4,139
-338
| -8% | -$42.3K | 0.1% | 143 |
|
|
2022
Q3 | $499K | Sell |
4,477
-30
| -0.7% | -$3.34K | 0.11% | 138 |
|
|
2022
Q2 | $535K | Hold |
4,507
| – | – | 0.1% | 142 |
|
|
2022
Q1 | $577K | Sell |
4,507
-119
| -3% | -$15.2K | 0.09% | 142 |
|
|
2021
Q4 | $597K | Hold |
4,626
| – | – | 0.09% | 144 |
|
|
2021
Q3 | $544K | Buy |
4,626
+586
| +15% | +$68.9K | 0.09% | 146 |
|
|
2021
Q2 | $494K | Buy |
4,040
+8
| +0.2% | +$978 | 0.09% | 149 |
|
|
2021
Q1 | $476K | Hold |
4,032
| – | – | 0.09% | 150 |
|
|
2020
Q4 | $427K | Hold |
4,032
| – | – | 0.09% | 152 |
|
|
2020
Q3 | $373K | Hold |
4,032
| – | – | 0.1% | 151 |
|
|
2020
Q2 | $368K | Buy |
4,032
+398
| +11% | +$36.3K | 0.11% | 137 |
|
|
2020
Q1 | $290K | Hold |
3,634
| – | – | 0.12% | 134 |
|
|
2019
Q4 | $391K | Sell |
3,634
-41
| -1% | -$4.41K | 0.13% | 129 |
|
|
2019
Q3 | $377K | Hold |
3,675
| – | – | 0.14% | 127 |
|
|
2019
Q2 | $371K | Buy |
+3,675
| New | +$371K | 0.14% | 130 |
|
|
2019
Q1 | – | Sell |
-1,076
| Closed | -$96K | – | 426 |
|
|
2018
Q4 | $96K | Hold |
1,076
| – | – | 0.04% | 192 |
|
|
2018
Q3 | $105K | Hold |
1,076
| – | – | 0.04% | 204 |
|
|
2018
Q2 | $100K | Buy |
+1,076
| New | +$100K | 0.04% | 200 |
|