Treasure Coast Financial Planning’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
Q2 | $3.12M | Buy |
23,008
+341
| +2% | +$46.3K | 1.82% | 16 |
|
|
2025
Q1 | $3.08M | Buy |
22,667
+365
| +2% | +$49.5K | 1.91% | 16 |
|
|
2024
Q4 | $2.95M | Sell |
22,302
-717
| -3% | -$94.7K | 1.94% | 16 |
|
|
2024
Q3 | $3.27M | Buy |
23,019
+116
| +0.5% | +$16.5K | 2.02% | 16 |
|
|
2024
Q2 | $2.91M | Sell |
22,903
-174
| -0.8% | -$22.1K | 1.92% | 16 |
|
|
2024
Q1 | $3.03M | Buy |
23,077
+2,138
| +10% | +$281K | 1.98% | 17 |
|
|
2023
Q4 | $2.62M | Buy |
20,939
+210
| +1% | +$26.2K | 1.82% | 16 |
|
|
2023
Q3 | $2.38M | Buy |
20,729
+46
| +0.2% | +$5.29K | 1.66% | 17 |
|
|
2023
Q2 | $2.54M | Sell |
20,683
-12,364
| -37% | -$1.52M | 1.71% | 17 |
|
|
2023
Q1 | $4.09M | Buy |
33,047
+21,121
| +177% | +$2.61M | 2.86% | 13 |
|
|
2022
Q4 | $1.49M | Buy |
11,926
+6,870
| +136% | +$859K | 1.11% | 18 |
|
|
2022
Q3 | $564K | Buy |
+5,056
| New | +$564K | 0.45% | 20 |
|