Sound Income Strategies’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 | $453K | Buy |
3,337
+3,296
| +8,039% | +$447K | 0.03% | 196 |
|
2025
Q1 | $5.56K | Buy |
+41
| New | +$5.56K | ﹤0.01% | 1042 |
|
2024
Q4 | – | Sell |
-117
| Closed | -$16.6K | – | 1534 |
|
2024
Q3 | $16.6K | Buy |
+117
| New | +$16.6K | ﹤0.01% | 682 |
|
2023
Q2 | – | Sell |
-70
| Closed | -$8.66K | – | 1159 |
|
2023
Q1 | $8.66K | Hold |
70
| – | – | ﹤0.01% | 592 |
|
2022
Q4 | $8.76K | Hold |
70
| – | – | ﹤0.01% | 552 |
|
2022
Q3 | $8K | Hold |
70
| – | – | ﹤0.01% | 515 |
|
2022
Q2 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 512 |
|
2019
Q3 | – | Sell |
-12
| Closed | -$1K | – | 754 |
|
2019
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 623 |
|
2018
Q3 | – | Sell |
-1
| Closed | – | – | 835 |
|
2018
Q2 | $0 | Sell |
1
-53
| -98% | – | ﹤0.01% | 758 |
|
2018
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 393 |
|
2017
Q4 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 327 |
|