Rothschild Investment LLC’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 | $220K | Sell |
1,624
-255
| -14% | -$34.6K | 0.01% | 489 |
|
|
2025
Q1 | $255K | Buy |
1,879
+255
| +16% | +$34.6K | 0.02% | 449 |
|
|
2024
Q4 | $215K | Hold |
1,624
| – | – | 0.01% | 493 |
|
|
2024
Q3 | $231K | Hold |
1,624
| – | – | 0.02% | 484 |
|
|
2024
Q2 | $207K | Hold |
1,624
| – | – | 0.01% | 491 |
|
|
2024
Q1 | $213K | Hold |
1,624
| – | – | 0.02% | 455 |
|
|
2023
Q4 | $203K | Buy |
+1,624
| New | +$203K | 0.02% | 411 |
|