TCWP’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29,005
| Closed | -$3.59M | – | 238 |
|
|
2023
Q1 | $3.59M | Buy |
29,005
+915
| +3% | +$113K | 0.68% | 42 |
|
|
2022
Q4 | $3.51M | Sell |
28,090
-182
| -0.6% | -$22.8K | 0.71% | 42 |
|
|
2022
Q3 | $3.15M | Sell |
28,272
-1,054
| -4% | -$118K | 0.67% | 42 |
|
|
2022
Q2 | $3.48M | Buy |
29,326
+820
| +3% | +$97.3K | 0.74% | 36 |
|
|
2022
Q1 | $3.65M | Buy |
28,506
+848
| +3% | +$109K | 0.66% | 34 |
|
|
2021
Q4 | $3.57M | Buy |
+27,658
| New | +$3.57M | 0.71% | 49 |
|