Simplicity Solutions’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $495K | Sell |
3,959
-295
| -7% | -$36.9K | 0.01% | 668 |
|
|
2023
Q3 | $489K | Buy |
4,254
+22
| +0.5% | +$2.53K | 0.02% | 604 |
|
|
2023
Q2 | $519K | Sell |
4,232
-4,702
| -53% | -$576K | 0.01% | 650 |
|
|
2023
Q1 | $1.11M | Buy |
+8,934
| New | +$1.11M | 0.03% | 458 |
|
|
2021
Q1 | – | Sell |
-12,835
| Closed | -$1.36M | – | 892 |
|
|
2020
Q4 | $1.36M | Buy |
+12,835
| New | +$1.36M | 0.02% | 472 |
|
|
2019
Q2 | – | Sell |
-11,500
| Closed | -$1.14M | – | 837 |
|
|
2019
Q1 | $1.14M | Sell |
11,500
-1,779
| -13% | -$177K | 0.07% | 232 |
|
|
2018
Q4 | $1.19M | Buy |
+13,279
| New | +$1.19M | 0.15% | 152 |
|
|
2016
Q1 | – | Sell |
-8,774
| Closed | -$646K | – | 463 |
|
|
2015
Q4 | $646K | Buy |
+8,774
| New | +$646K | 0.08% | 375 |
|