Rollins Financial’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
Q3
Sell
-2,073
Closed -$254K 112
2023
Q2
$254K Sell
2,073
-407
-16% -$49.9K 0.07% 89
2023
Q1
$307K Sell
2,480
-3,942
-61% -$488K 0.1% 91
2022
Q4
$804K Buy
6,422
+3,669
+133% +$459K 0.3% 48
2022
Q3
$307K Buy
2,753
+19
+0.7% +$2.12K 0.11% 79
2022
Q2
$324K Sell
2,734
-205
-7% -$24.3K 0.11% 89
2022
Q1
$377K Buy
+2,939
New +$377K 0.11% 80