WealthBridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
4,264
+144
| +3% | +$19.5K | 0.15% | 104 |
|
|
2025
Q1 | $559K | Hold |
4,120
| – | – | 0.16% | 101 |
|
|
2024
Q4 | $544K | Sell |
4,120
-70
| -2% | -$9.25K | 0.15% | 105 |
|
|
2024
Q3 | $595K | Buy |
4,190
+75
| +2% | +$10.7K | 0.17% | 97 |
|
|
2024
Q2 | $523K | Sell |
4,115
-60
| -1% | -$7.63K | 0.17% | 95 |
|
|
2024
Q1 | $548K | Sell |
4,175
-310
| -7% | -$40.7K | 0.18% | 92 |
|
|
2023
Q4 | $560K | Buy |
4,485
+215
| +5% | +$26.9K | 0.21% | 83 |
|
|
2023
Q3 | $491K | Buy |
4,270
+380
| +10% | +$43.7K | 0.2% | 90 |
|
|
2023
Q2 | $477K | Sell |
3,890
-380
| -9% | -$46.6K | 0.19% | 94 |
|
|
2023
Q1 | $528K | Hold |
4,270
| – | – | 0.21% | 95 |
|
|
2022
Q4 | $534K | Sell |
4,270
-155
| -4% | -$19.4K | 0.22% | 90 |
|
|
2022
Q3 | $525K | Hold |
4,425
| – | – | 0.22% | 91 |
|
|
2022
Q2 | $525K | Buy |
4,425
+100
| +2% | +$11.9K | 0.22% | 91 |
|
|
2022
Q1 | $554K | Buy |
4,325
+100
| +2% | +$12.8K | 0.21% | 98 |
|
|
2021
Q4 | $546K | Hold |
4,225
| – | – | 0.2% | 94 |
|
|
2021
Q3 | $497K | Buy |
4,225
+180
| +4% | +$21.2K | 0.19% | 99 |
|
|
2021
Q2 | $495K | Buy |
4,045
+160
| +4% | +$19.6K | 0.18% | 98 |
|
|
2021
Q1 | $459K | Sell |
3,885
-400
| -9% | -$47.3K | 0.19% | 94 |
|
|
2020
Q4 | $454K | Buy |
4,285
+150
| +4% | +$15.9K | 0.2% | 87 |
|
|
2020
Q3 | $382K | Buy |
4,135
+200
| +5% | +$18.5K | 0.2% | 87 |
|
|
2020
Q2 | $359K | Sell |
3,935
-60
| -2% | -$5.47K | 0.2% | 82 |
|
|
2020
Q1 | $319K | Sell |
3,995
-570
| -12% | -$45.5K | 0.22% | 80 |
|
|
2019
Q4 | $491K | Hold |
4,565
| – | – | 0.32% | 70 |
|
|
2019
Q3 | $468K | Buy |
4,565
+470
| +11% | +$48.2K | 0.34% | 69 |
|
|
2019
Q2 | $367K | Sell |
4,095
-470
| -10% | -$42.1K | 0.34% | 67 |
|
|
2019
Q1 | $454K | Buy |
4,565
+470
| +11% | +$46.7K | 0.29% | 65 |
|
|
2018
Q4 | $367K | Buy |
+4,095
| New | +$367K | 0.28% | 67 |
|