Unionview LLC’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
Q4 | $469K | Buy |
3,552
+23
| +0.7% | +$3.04K | 0.34% | 44 |
|
|
2024
Q3 | $501K | Sell |
3,529
-14
| -0.4% | -$1.99K | 0.39% | 45 |
|
|
2024
Q2 | $451K | Buy |
3,543
+86
| +2% | +$10.9K | 0.37% | 46 |
|
|
2024
Q1 | $454K | Buy |
3,457
+218
| +7% | +$28.6K | 0.38% | 46 |
|
|
2023
Q4 | $405K | Buy |
3,239
+25
| +0.8% | +$3.12K | 0.36% | 46 |
|
|
2023
Q3 | $370K | Buy |
3,214
+21
| +0.7% | +$2.42K | 0.35% | 48 |
|
|
2023
Q2 | $391K | Sell |
3,193
-228
| -7% | -$27.9K | 0.36% | 50 |
|
|
2023
Q1 | $423K | Buy |
3,421
+12
| +0.4% | +$1.48K | 0.4% | 46 |
|
|
2022
Q4 | $426K | Buy |
3,409
+781
| +30% | +$97.7K | 0.43% | 45 |
|
|
2022
Q3 | $293K | Hold |
2,628
| – | – | 0.33% | 57 |
|
|
2022
Q2 | $312K | Hold |
2,628
| – | – | 0.35% | 51 |
|
|
2022
Q1 | $337K | Hold |
2,628
| – | – | 0.31% | 57 |
|
|
2021
Q4 | $339K | Buy |
+2,628
| New | +$339K | 0.32% | 57 |
|