Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.6K | Hold |
148
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $21K | Hold |
148
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $18.8K | Hold |
148
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $19.4K | Hold |
148
| – | – | ﹤0.01% | 406 |
|
|
2023
Q4 | $18.5K | Hold |
148
| – | – | ﹤0.01% | 407 |
|
|
2023
Q3 | $17K | Hold |
148
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $18.1K | Hold |
148
| – | – | ﹤0.01% | 400 |
|
|
2023
Q1 | $18.3K | Hold |
148
| – | – | ﹤0.01% | 404 |
|
|
2022
Q4 | $18.5K | Hold |
148
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $17K | Hold |
148
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $18K | Buy |
+148
| New | +$18K | ﹤0.01% | 424 |
|