Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $484K | Buy |
3,910
+180
| +5% | +$22.3K | 0.19% | 49 |
|
|
2022
Q4 | $467K | Buy |
3,730
+26
| +0.7% | +$3.25K | 0.19% | 48 |
|
|
2022
Q3 | $456K | Buy |
3,704
+24
| +0.7% | +$2.96K | 0.18% | 47 |
|
|
2022
Q2 | $437K | Buy |
3,680
+24
| +0.7% | +$2.85K | 0.17% | 48 |
|
|
2022
Q1 | $468K | Buy |
3,656
+22
| +0.6% | +$2.82K | 0.15% | 47 |
|
|
2021
Q4 | $469K | Sell |
3,634
-1,012
| -22% | -$131K | 0.19% | 44 |
|
|
2021
Q3 | $546K | Buy |
4,646
+31
| +0.7% | +$3.64K | 0.16% | 48 |
|
|
2021
Q2 | $571K | Buy |
4,615
+28
| +0.6% | +$3.46K | 0.16% | 48 |
|
|
2021
Q1 | $541K | Buy |
4,587
+32
| +0.7% | +$3.77K | 0.18% | 46 |
|
|
2020
Q4 | $483K | Buy |
4,555
+41
| +0.9% | +$4.35K | 0.18% | 47 |
|
|
2020
Q3 | $417K | Buy |
4,514
+727
| +19% | +$67.2K | 0.15% | 47 |
|
|
2020
Q2 | $345K | Sell |
3,787
-97
| -2% | -$8.84K | 0.07% | 48 |
|
|
2020
Q1 | $310K | Buy |
3,884
+30
| +0.8% | +$2.39K | 0.06% | 44 |
|
|
2019
Q4 | $415K | Buy |
+3,854
| New | +$415K | 0.08% | 46 |
|