San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,881
| Closed | -$210K | – | 84 |
|
|
2022
Q3 | $210K | Buy |
+1,881
| New | +$210K | 0.22% | 75 |
|
|
2022
Q2 | – | Sell |
-1,786
| Closed | -$231K | – | 358 |
|
|
2022
Q1 | $231K | Hold |
1,786
| – | – | 0.11% | 139 |
|
|
2021
Q4 | $231K | Hold |
1,786
| – | – | 0.24% | 79 |
|
|
2021
Q3 | $210K | Buy |
+1,786
| New | +$210K | 0.12% | 144 |
|
|
2020
Q4 | $633K | Buy |
+5,975
| New | +$633K | 0.41% | 65 |
|