SkyOak Wealth’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 | $426K | Buy |
3,138
+497
| +19% | +$67.5K | 0.09% | 139 |
|
|
2025
Q1 | $358K | Hold |
2,641
| – | – | 0.08% | 144 |
|
|
2024
Q4 | $349K | Sell |
2,641
-144
| -5% | -$19K | 0.07% | 151 |
|
|
2024
Q3 | $396K | Hold |
2,785
| – | – | 0.09% | 136 |
|
|
2024
Q2 | $354K | Buy |
2,785
+588
| +27% | +$74.8K | 0.08% | 148 |
|
|
2024
Q1 | $288K | Buy |
2,197
+195
| +10% | +$25.6K | 0.07% | 197 |
|
|
2023
Q4 | $250K | Sell |
2,002
-775
| -28% | -$96.9K | 0.07% | 204 |
|
|
2023
Q3 | $319K | Sell |
2,777
-945
| -25% | -$109K | 0.09% | 154 |
|
|
2023
Q2 | $456K | Buy |
3,722
+333
| +10% | +$40.8K | 0.13% | 132 |
|
|
2023
Q1 | $419K | Sell |
3,389
-2
| -0.1% | -$247 | 0.13% | 131 |
|
|
2022
Q4 | $424K | Buy |
+3,391
| New | +$424K | 0.14% | 125 |
|