TCM
TruNorth Capital Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Hold |
3,759
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $510K | Sell |
3,759
-162
| -4% | -$22K | 0.13% | 56 |
|
|
2024
Q4 | $518K | Buy |
3,921
+3,229
| +467% | +$427K | 0.14% | 42 |
|
|
2024
Q3 | $98.3K | Buy |
692
+230
| +50% | +$32.7K | 0.03% | 96 |
|
|
2024
Q2 | $58.8K | Hold |
462
| – | – | 0.02% | 120 |
|
|
2024
Q1 | $60.6K | Buy |
+462
| New | +$60.6K | 0.02% | 97 |
|