Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,541
| Closed | -$204K | – | 453 |
|
|
2024
Q4 | $204K | Buy |
1,541
+4
| +0.3% | +$528 | 0.02% | 396 |
|
|
2024
Q3 | $218K | Buy |
+1,537
| New | +$218K | 0.02% | 380 |
|
|
2024
Q1 | – | Sell |
-995
| Closed | -$124K | – | 1037 |
|
|
2023
Q4 | $124K | Buy |
995
+294
| +42% | +$36.6K | 0.01% | 413 |
|
|
2023
Q3 | $81K | Hold |
701
| – | – | 0.01% | 490 |
|
|
2023
Q2 | $86K | Hold |
701
| – | – | 0.01% | 489 |
|
|
2023
Q1 | $87K | Hold |
701
| – | – | 0.01% | 482 |
|
|
2022
Q4 | $88K | Hold |
701
| – | – | 0.01% | 406 |
|
|
2022
Q3 | $78K | Hold |
701
| – | – | 0.01% | 408 |
|
|
2022
Q2 | $83K | Hold |
701
| – | – | 0.01% | 382 |
|
|
2022
Q1 | $90K | Hold |
701
| – | – | 0.01% | 414 |
|
|
2021
Q4 | $91K | Hold |
701
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $82K | Hold |
701
| – | – | 0.01% | 402 |
|
|
2021
Q2 | $86K | Sell |
701
-967
| -58% | -$119K | 0.01% | 415 |
|
|
2021
Q1 | $197K | Hold |
1,668
| – | – | 0.03% | 253 |
|
|
2020
Q4 | $177K | Buy |
+1,668
| New | +$177K | 0.03% | 244 |
|