Wolff Wiese Magana’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
Q4 | – | Sell |
-111
| Closed | -$12.8K | – | 826 |
|
|
2023
Q3 | $12.8K | Hold |
111
| – | – | 0.01% | 322 |
|
|
2023
Q2 | $13.6K | Buy |
111
+1
| +0.9% | +$123 | 0.01% | 316 |
|
|
2023
Q1 | $13.6K | Hold |
110
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $13.8K | Sell |
110
-1,452
| -93% | -$182K | 0.01% | 305 |
|
|
2022
Q3 | $174K | Sell |
1,562
-1
| -0.1% | -$111 | 0.14% | 118 |
|
|
2022
Q2 | $185K | Buy |
1,563
+778
| +99% | +$92.1K | 0.14% | 117 |
|
|
2022
Q1 | $101K | Buy |
+785
| New | +$101K | 0.07% | 184 |
|