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