Walkner Condon Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Hold |
1,670
| – | – | 0.04% | 254 |
|
|
2025
Q1 | $227K | Sell |
1,670
-2,400
| -59% | -$326K | 0.05% | 248 |
|
|
2024
Q4 | $538K | Hold |
4,070
| – | – | 0.11% | 152 |
|
|
2024
Q3 | $578K | Sell |
4,070
-242
| -6% | -$34.4K | 0.12% | 138 |
|
|
2024
Q2 | $548K | Buy |
4,312
+510
| +13% | +$64.9K | 0.12% | 133 |
|
|
2024
Q1 | $499K | Sell |
3,802
-1,000
| -21% | -$131K | 0.11% | 150 |
|
|
2023
Q4 | $600K | Buy |
4,802
+1,000
| +26% | +$125K | 0.14% | 130 |
|
|
2023
Q3 | $437K | Hold |
3,802
| – | – | 0.12% | 151 |
|
|
2023
Q2 | $466K | Hold |
3,802
| – | – | 0.12% | 142 |
|
|
2023
Q1 | $470K | Hold |
3,802
| – | – | 0.13% | 141 |
|
|
2022
Q4 | $476K | Hold |
3,802
| – | – | 0.14% | 128 |
|
|
2022
Q3 | $424K | Hold |
3,802
| – | – | 0.14% | 131 |
|
|
2022
Q2 | $451K | Buy |
3,802
+157
| +4% | +$18.6K | 0.14% | 129 |
|
|
2022
Q1 | $467K | Buy |
3,645
+245
| +7% | +$31.4K | 0.13% | 140 |
|
|
2021
Q4 | $439K | Buy |
+3,400
| New | +$439K | 0.29% | 81 |
|
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$401K | – | 180 |
|
|
2021
Q1 | $401K | Hold |
3,400
| – | – | 0.16% | 111 |
|
|
2020
Q4 | $360K | Hold |
3,400
| – | – | 0.16% | 95 |
|
|
2020
Q3 | $314K | Buy |
+3,400
| New | +$314K | 0.17% | 99 |
|