Virtue Capital 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 |
-9,860
| Closed | -$1.3M | – | 367 |
|
|
2024
Q2 | $1.3M | Buy |
9,860
+92
| +0.9% | +$12.1K | 0.22% | 80 |
|
|
2024
Q1 | $1.24M | Buy |
9,768
+614
| +7% | +$77.8K | 0.22% | 84 |
|
|
2023
Q4 | $1.13M | Buy |
+9,154
| New | +$1.13M | 0.23% | 83 |
|
|
2021
Q4 | – | Sell |
-3,339
| Closed | -$392K | – | 437 |
|
|
2021
Q3 | $392K | Buy |
+3,339
| New | +$392K | 0.07% | 275 |
|