Warwick Investment 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
Q1 | – | Sell |
-1,734
| Closed | -$217K | – | 103 |
|
|
2023
Q4 | $217K | Sell |
1,734
-98
| -5% | -$12.2K | 0.06% | 81 |
|
|
2023
Q3 | $211K | Hold |
1,832
| – | – | 0.08% | 65 |
|
|
2023
Q2 | $225K | Hold |
1,832
| – | – | 0.09% | 55 |
|
|
2023
Q1 | $227K | Hold |
1,832
| – | – | 0.1% | 54 |
|
|
2022
Q4 | $229K | Buy |
+1,832
| New | +$229K | 0.09% | 78 |
|
|
2022
Q3 | – | Sell |
-1,832
| Closed | -$217K | – | 62 |
|
|
2022
Q2 | $217K | Hold |
1,832
| – | – | 0.11% | 47 |
|
|
2022
Q1 | $235K | Hold |
1,832
| – | – | 0.1% | 50 |
|
|
2021
Q4 | $237K | Buy |
+1,832
| New | +$237K | 0.12% | 47 |
|