Western Pacific Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-145
| Closed | -$17.8K | – | 286 |
|
|
2023
Q2 | $17.8K | Hold |
145
| – | – | 0.01% | 190 |
|
|
2023
Q1 | $17.9K | Hold |
145
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $18.1K | Hold |
145
| – | – | 0.02% | 180 |
|
|
2022
Q3 | $16K | Hold |
145
| – | – | 0.02% | 181 |
|
|
2022
Q2 | $17K | Hold |
145
| – | – | 0.02% | 131 |
|
|
2022
Q1 | $18K | Sell |
145
-350
| -71% | -$43.4K | 0.01% | 148 |
|
|
2021
Q4 | $63K | Buy |
+495
| New | +$63K | 0.04% | 95 |
|