SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SDY Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's SPDR Dividend ETF Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held - shares of SPDR Dividend ETF(SDY), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2024Q4. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 1 purchases of SDY, at an average price of $138.91, for a total of 18,230.00 shares. In addition, there have been 1 sales at an average price of $133.30 for 18,230.00 shares. Based on historical transaction data and SDY's current price of $138.79, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his SDY holdings is $-102,270.30, reflecting a -4.04% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SDY ($138.79) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SDY ($138.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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