StrongBox Wealth’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
Q1 | – | Sell |
-1,870
| Closed | -$242K | – | 103 |
|
|
2021
Q4 | $242K | Sell |
1,870
-27
| -1% | -$3.49K | 0.12% | 93 |
|
|
2021
Q3 | $223K | Sell |
1,897
-40
| -2% | -$4.7K | 0.13% | 96 |
|
|
2021
Q2 | $237K | Hold |
1,937
| – | – | 0.14% | 95 |
|
|
2021
Q1 | $229K | Hold |
1,937
| – | – | 0.14% | 89 |
|
|
2020
Q4 | $205K | Sell |
1,937
-735
| -28% | -$77.8K | 0.13% | 89 |
|
|
2020
Q3 | $247K | Buy |
2,672
+25
| +0.9% | +$2.31K | 0.18% | 72 |
|
|
2020
Q2 | $241K | Sell |
2,647
-856
| -24% | -$77.9K | 0.22% | 75 |
|
|
2020
Q1 | $280K | Buy |
+3,503
| New | +$280K | 0.32% | 68 |
|