VitalStone Financial’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 | $389K | Hold |
2,740
| – | – | 0.27% | 76 |
|
|
2024
Q2 | $348K | Sell |
2,740
-3
| -0.1% | -$382 | 0.25% | 71 |
|
|
2024
Q1 | $360K | Sell |
2,743
-66
| -2% | -$8.66K | 0.28% | 59 |
|
|
2023
Q4 | $351K | Sell |
2,809
-380
| -12% | -$47.5K | 0.28% | 66 |
|
|
2023
Q3 | $364K | Sell |
3,189
-2,428
| -43% | -$277K | 0.31% | 62 |
|
|
2023
Q2 | $689K | Buy |
5,617
+134
| +2% | +$16.4K | 0.38% | 35 |
|
|
2023
Q1 | $708K | Buy |
5,483
+102
| +2% | +$13.2K | 0.58% | 42 |
|
|
2022
Q4 | $675K | Buy |
+5,381
| New | +$675K | 0.46% | 30 |
|