WealthShield Partners’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 | $188K | Buy |
1,387
+18
| +1% | +$2.44K | 0.02% | 333 |
|
|
2025
Q1 | $186K | Buy |
1,369
+21
| +2% | +$2.85K | 0.02% | 326 |
|
|
2024
Q4 | $178K | Hold |
1,348
| – | – | 0.03% | 293 |
|
|
2024
Q3 | $191K | Buy |
1,348
+6
| +0.4% | +$852 | 0.03% | 298 |
|
|
2024
Q2 | $171K | Buy |
1,342
+11
| +0.8% | +$1.4K | 0.03% | 286 |
|
|
2024
Q1 | $175K | Buy |
1,331
+1
| +0.1% | +$131 | 0.03% | 280 |
|
|
2023
Q4 | $166K | Buy |
1,330
+65
| +5% | +$8.12K | 0.03% | 288 |
|
|
2023
Q3 | $145K | Buy |
1,265
+179
| +16% | +$20.6K | 0.02% | 310 |
|
|
2023
Q2 | $133K | Buy |
1,086
+18
| +2% | +$2.21K | 0.02% | 314 |
|
|
2023
Q1 | $132K | Buy |
+1,068
| New | +$132K | 0.02% | 309 |
|
|
2021
Q3 | – | Sell |
-2,830
| Closed | -$346K | – | 645 |
|
|
2021
Q2 | $346K | Sell |
2,830
-595
| -17% | -$72.7K | 0.05% | 193 |
|
|
2021
Q1 | $404K | Sell |
3,425
-5,895
| -63% | -$695K | 0.07% | 173 |
|
|
2020
Q4 | $987K | Buy |
9,320
+9,235
| +10,865% | +$978K | 0.18% | 101 |
|
|
2020
Q3 | $8K | Hold |
85
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 298 |
|
|
2018
Q1 | – | Sell |
-378
| Closed | -$36K | – | 260 |
|
|
2017
Q4 | $36K | Buy |
+378
| New | +$36K | 0.02% | 163 |
|