WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,006
| Closed | -$376K | – | 119 |
|
|
2022
Q4 | $376K | Buy |
+3,006
| New | +$376K | 0.15% | 67 |
|
|
2021
Q3 | – | Sell |
-4,034
| Closed | -$493K | – | 141 |
|
|
2021
Q2 | $493K | Buy |
+4,034
| New | +$493K | 0.19% | 64 |
|
|
2020
Q1 | – | Sell |
-3,008
| Closed | -$324K | – | 96 |
|
|
2019
Q4 | $324K | Buy |
3,008
+299
| +11% | +$32.2K | 0.2% | 66 |
|
|
2019
Q3 | $278K | Sell |
2,709
-142
| -5% | -$14.6K | 0.2% | 68 |
|
|
2019
Q2 | $288K | Buy |
2,851
+12
| +0.4% | +$1.21K | 0.2% | 76 |
|
|
2019
Q1 | $282K | Buy |
2,839
+1,101
| +63% | +$109K | 0.32% | 61 |
|
|
2018
Q4 | $156K | Buy |
+1,738
| New | +$156K | 0.14% | 87 |
|