Sovereign Financial Group’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 | – | Sell |
-1,655
| Closed | -$207K | – | 224 |
|
|
2022
Q4 | $207K | Sell |
1,655
-232
| -12% | -$29K | 0.08% | 207 |
|
|
2022
Q3 | $210K | Hold |
1,887
| – | – | 0.09% | 191 |
|
|
2022
Q2 | $224K | Sell |
1,887
-90
| -5% | -$10.7K | 0.09% | 186 |
|
|
2022
Q1 | $253K | Buy |
1,977
+307
| +18% | +$39.3K | 0.09% | 192 |
|
|
2021
Q4 | $216K | Buy |
+1,670
| New | +$216K | 0.09% | 191 |
|