Trifecta Capital Advisors’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 |
-175
| Closed | -$23.1K | – | 432 |
|
|
2024
Q4 | $23.1K | Sell |
175
-100
| -36% | -$13.2K | ﹤0.01% | 182 |
|
|
2024
Q3 | $39.1K | Sell |
275
-225
| -45% | -$32K | 0.01% | 156 |
|
|
2024
Q2 | $63.6K | Hold |
500
| – | – | 0.01% | 127 |
|
|
2024
Q1 | $65.6K | Hold |
500
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $62.5K | Hold |
500
| – | – | 0.02% | 128 |
|
|
2023
Q3 | $57.5K | Hold |
500
| – | – | 0.02% | 131 |
|
|
2023
Q2 | $61.3K | Hold |
500
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $61.9K | Hold |
500
| – | – | 0.02% | 131 |
|
|
2022
Q4 | $62.6K | Buy |
+500
| New | +$62.6K | 0.02% | 118 |
|