TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,520
| Closed | -$315K | – | 197 |
|
|
2022
Q4 | $315K | Sell |
2,520
-17
| -0.7% | -$2.13K | 0.14% | 126 |
|
|
2022
Q3 | $283K | Sell |
2,537
-11
| -0.4% | -$1.23K | 0.13% | 119 |
|
|
2022
Q2 | $302K | Sell |
2,548
-171
| -6% | -$20.3K | 0.14% | 117 |
|
|
2022
Q1 | $351K | Hold |
2,719
| – | – | 0.16% | 119 |
|
|
2021
Q4 | $351K | Buy |
2,719
+180
| +7% | +$23.2K | 0.16% | 119 |
|
|
2021
Q3 | $298K | Hold |
2,539
| – | – | 0.17% | 104 |
|
|
2021
Q2 | $310K | Sell |
2,539
-48
| -2% | -$5.86K | 0.18% | 95 |
|
|
2021
Q1 | $313K | Buy |
+2,587
| New | +$313K | 0.2% | 91 |
|