Southland Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,222
| Closed | -$292K | – | 221 |
|
|
2024
Q1 | $292K | Sell |
2,222
-56
| -2% | -$7.35K | 0.08% | 163 |
|
|
2023
Q4 | $285K | Sell |
2,278
-71
| -3% | -$8.87K | 0.09% | 150 |
|
|
2023
Q3 | $270K | Sell |
2,349
-87
| -4% | -$10K | 0.09% | 151 |
|
|
2023
Q2 | $299K | Sell |
2,436
-24
| -1% | -$2.94K | 0.1% | 135 |
|
|
2023
Q1 | $304K | Sell |
2,460
-93
| -4% | -$11.5K | 0.12% | 128 |
|
|
2022
Q4 | $319K | Buy |
2,553
+3
| +0.1% | +$375 | 0.12% | 117 |
|
|
2022
Q3 | $284K | Hold |
2,550
| – | – | 0.14% | 114 |
|
|
2022
Q2 | $303K | Sell |
2,550
-80
| -3% | -$9.5K | 0.14% | 114 |
|
|
2022
Q1 | $337K | Buy |
2,630
+80
| +3% | +$10.3K | 0.14% | 111 |
|
|
2021
Q4 | $329K | Hold |
2,550
| – | – | 0.14% | 113 |
|
|
2021
Q3 | $300K | Hold |
2,550
| – | – | 0.14% | 112 |
|
|
2021
Q2 | $312K | Hold |
2,550
| – | – | 0.15% | 105 |
|
|
2021
Q1 | $301K | Buy |
2,550
+192
| +8% | +$22.7K | 0.17% | 105 |
|
|
2020
Q4 | $250K | Buy |
+2,358
| New | +$250K | 0.17% | 102 |
|