Tyler-Stone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-666
| Closed | -$84.7K | – | 785 |
|
|
2024
Q2 | $84.7K | Sell |
666
-94
| -12% | -$12K | 0.03% | 304 |
|
|
2024
Q1 | $99.7K | Buy |
760
+15
| +2% | +$1.97K | 0.04% | 277 |
|
|
2023
Q4 | $93K | Buy |
745
+53
| +8% | +$6.62K | 0.05% | 274 |
|
|
2023
Q3 | $80K | Sell |
692
-90
| -12% | -$10.4K | 0.05% | 278 |
|
|
2023
Q2 | $96K | Buy |
+782
| New | +$96K | 0.05% | 255 |
|
|
2022
Q4 | $90K | Hold |
722
| – | – | 0.06% | 248 |
|
|
2022
Q3 | $81K | Buy |
722
+21
| +3% | +$2.36K | 0.06% | 243 |
|
|
2022
Q2 | $83K | Buy |
701
+260
| +59% | +$30.8K | 0.06% | 258 |
|
|
2022
Q1 | $56K | Buy |
441
+48
| +12% | +$6.1K | 0.03% | 324 |
|
|
2021
Q4 | $51K | Buy |
+393
| New | +$51K | 0.03% | 354 |
|