TAM
Tucker Asset Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $49.5K | Hold |
375
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $53.3K | Hold |
375
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $47.7K | Sell |
375
-62
| -14% | -$7.89K | 0.01% | 405 |
|
|
2024
Q1 | $57.4K | Sell |
437
-83
| -16% | -$10.9K | 0.01% | 401 |
|
|
2023
Q4 | $65K | Hold |
520
| – | – | 0.02% | 303 |
|
|
2023
Q3 | $59.8K | Hold |
520
| – | – | 0.02% | 292 |
|
|
2023
Q2 | $63.7K | Sell |
520
-79
| -13% | -$9.68K | 0.02% | 224 |
|
|
2023
Q1 | $74.1K | Sell |
599
-28
| -4% | -$3.46K | 0.02% | 180 |
|
|
2022
Q4 | $79K | Hold |
627
| – | – | 0.03% | 106 |
|
|
2022
Q3 | $77.1K | Hold |
627
| – | – | 0.03% | 98 |
|
|
2022
Q2 | $74.4K | Buy |
627
+349
| +126% | +$41.4K | 0.02% | 67 |
|
|
2022
Q1 | $35.6K | Sell |
278
-8
| -3% | -$1.03K | 0.01% | 110 |
|
|
2021
Q4 | $36.8K | Hold |
286
| – | – | 0.01% | 116 |
|
|
2021
Q3 | $35.2K | Hold |
286
| – | – | 0.01% | 106 |
|
|
2021
Q2 | $35K | Buy |
286
+113
| +65% | +$13.8K | 0.02% | 92 |
|
|
2021
Q1 | $20.4K | Buy |
173
+2
| +1% | +$236 | 0.01% | 138 |
|
|
2020
Q4 | $18.1K | Buy |
+171
| New | +$18.1K | 0.01% | 152 |
|