Westmount 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 | $1.22M | Buy |
9,008
+30
| +0.3% | +$4.07K | 0.34% | 64 |
|
|
2025
Q1 | $1.22M | Buy |
8,978
+25
| +0.3% | +$3.39K | 0.37% | 57 |
|
|
2024
Q4 | $1.18M | Buy |
8,953
+33
| +0.4% | +$4.36K | 0.36% | 55 |
|
|
2024
Q3 | $1.27M | Buy |
8,920
+23
| +0.3% | +$3.27K | 0.38% | 53 |
|
|
2024
Q2 | $1.12M | Buy |
8,897
+27
| +0.3% | +$3.4K | 0.37% | 56 |
|
|
2024
Q1 | $1.16M | Buy |
8,870
+23
| +0.3% | +$3.02K | 0.42% | 50 |
|
|
2023
Q4 | $1.11M | Sell |
8,847
-12
| -0.1% | -$1.5K | 0.45% | 48 |
|
|
2023
Q3 | $1.02M | Hold |
8,859
| – | – | 0.45% | 46 |
|
|
2023
Q2 | $1.09M | Buy |
8,859
+12
| +0.1% | +$1.47K | 0.47% | 42 |
|
|
2023
Q1 | $1.09M | Sell |
8,847
-130
| -1% | -$16.1K | 0.51% | 39 |
|
|
2022
Q4 | $1.12M | Buy |
+8,977
| New | +$1.12M | 0.58% | 35 |
|