Transcendent Capital Group’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 |
-1,450
| Closed | -$192K | – | 347 |
|
2024
Q4 | $192K | Hold |
1,450
| – | – | 0.1% | 102 |
|
2024
Q3 | $206K | Hold |
1,450
| – | – | 0.11% | 103 |
|
2024
Q2 | $184K | Hold |
1,450
| – | – | 0.11% | 93 |
|
2024
Q1 | $190K | Hold |
1,450
| – | – | 0.11% | 96 |
|
2023
Q4 | $181K | Buy |
+1,450
| New | +$181K | 0.12% | 80 |
|