Sterling Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,756
| Closed | -$208K | – | 87 |
|
|
2022
Q2 | $208K | Buy |
1,756
+3
| +0.2% | +$355 | 0.15% | 88 |
|
|
2022
Q1 | $225K | Buy |
1,753
+2
| +0.1% | +$257 | 0.14% | 86 |
|
|
2021
Q4 | $226K | Sell |
1,751
-85
| -5% | -$11K | 0.14% | 90 |
|
|
2021
Q3 | $216K | Sell |
1,836
-46
| -2% | -$5.41K | 0.14% | 84 |
|
|
2021
Q2 | $230K | Sell |
1,882
-235
| -11% | -$28.7K | 0.15% | 74 |
|
|
2021
Q1 | $250K | Buy |
2,117
+15
| +0.7% | +$1.77K | 0.18% | 66 |
|
|
2020
Q4 | $223K | Buy |
+2,102
| New | +$223K | 0.18% | 69 |
|