Titus 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $257K | Buy |
2,164
+5
| +0.2% | +$594 | 0.13% | 122 |
|
2022
Q1 | $277K | Sell |
2,159
-31
| -1% | -$3.98K | 0.12% | 130 |
|
2021
Q4 | $283K | Buy |
2,190
+5
| +0.2% | +$646 | 0.13% | 119 |
|
2021
Q3 | $257K | Buy |
2,185
+4
| +0.2% | +$470 | 0.14% | 127 |
|
2021
Q2 | $267K | Sell |
2,181
-82
| -4% | -$10K | 0.14% | 119 |
|
2021
Q1 | $267K | Buy |
2,263
+4
| +0.2% | +$472 | 0.16% | 108 |
|
2020
Q4 | $239K | Sell |
2,259
-95
| -4% | -$10.1K | 0.15% | 115 |
|
2020
Q3 | $218K | Sell |
2,354
-489
| -17% | -$45.3K | 0.16% | 107 |
|
2020
Q2 | $259K | Buy |
2,843
+6
| +0.2% | +$547 | 0.2% | 84 |
|
2020
Q1 | $227K | Buy |
2,837
+252
| +10% | +$20.2K | 0.21% | 87 |
|
2019
Q4 | $278K | Buy |
+2,585
| New | +$278K | 0.28% | 76 |
|