Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,166
| Closed | -$266K | – | 233 |
|
|
2023
Q2 | $266K | Sell |
2,166
-3,190
| -60% | -$391K | 0.13% | 171 |
|
|
2023
Q1 | $663K | Sell |
5,356
-201
| -4% | -$24.9K | 0.36% | 68 |
|
|
2022
Q4 | $695K | Buy |
5,557
+153
| +3% | +$19.1K | 0.35% | 71 |
|
|
2022
Q3 | $603K | Sell |
5,404
-223
| -4% | -$24.9K | 0.38% | 70 |
|
|
2022
Q2 | $668K | Buy |
5,627
+630
| +13% | +$74.8K | 0.35% | 70 |
|
|
2022
Q1 | $640K | Buy |
4,997
+119
| +2% | +$15.2K | 0.35% | 77 |
|
|
2021
Q4 | $630K | Buy |
4,878
+254
| +5% | +$32.8K | 0.29% | 88 |
|
|
2021
Q3 | $544K | Sell |
4,624
-87
| -2% | -$10.2K | 0.26% | 96 |
|
|
2021
Q2 | $576K | Buy |
4,711
+1,522
| +48% | +$186K | 0.32% | 92 |
|
|
2021
Q1 | $376K | Buy |
3,189
+573
| +22% | +$67.6K | 0.22% | 112 |
|
|
2020
Q4 | $277K | Buy |
2,616
+281
| +12% | +$29.8K | 0.19% | 121 |
|
|
2020
Q3 | $216K | Buy |
+2,335
| New | +$216K | 0.19% | 118 |
|
|
2020
Q1 | – | Sell |
-1,105
| Closed | -$119K | – | 515 |
|
|
2019
Q4 | $119K | Buy |
+1,105
| New | +$119K | 0.09% | 165 |
|