UFA
US Financial Advisors’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 | – | Sell |
-1,626
| Closed | -$231K | – | 91 |
|
|
2024
Q3 | $231K | Hold |
1,626
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $207K | Hold |
1,626
| – | – | 0.07% | 83 |
|
|
2024
Q1 | $213K | Buy |
+1,626
| New | +$213K | 0.07% | 78 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$37K | – | 585 |
|
|
2015
Q4 | $37K | Hold |
500
| – | – | 0.04% | 171 |
|
|
2015
Q3 | $36K | Buy |
500
+50
| +11% | +$3.6K | 0.06% | 141 |
|
|
2015
Q2 | $34K | Hold |
450
| – | – | 0.03% | 135 |
|
|
2015
Q1 | $35K | Hold |
450
| – | – | 0.03% | 143 |
|
|
2014
Q4 | $35K | Buy |
+450
| New | +$35K | 0.03% | 135 |
|