AIM
Advantage Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $77K | Hold |
750
| – | – | 0.06% | 270 |
|
|
2019
Q2 | $76K | Hold |
750
| – | – | 0.06% | 271 |
|
|
2019
Q1 | $75K | Hold |
750
| – | – | 0.06% | 273 |
|
|
2018
Q4 | $67K | Hold |
750
| – | – | 0.05% | 295 |
|
|
2018
Q3 | $73K | Buy |
750
+4
| +0.5% | +$389 | 0.05% | 326 |
|
|
2018
Q2 | $69K | Hold |
746
| – | – | 0.05% | 317 |
|
|
2018
Q1 | $68K | Sell |
746
-450
| -38% | -$41K | 0.03% | 336 |
|
|
2017
Q4 | $113K | Buy |
1,196
+450
| +60% | +$42.5K | 0.04% | 247 |
|
|
2017
Q3 | $68K | Hold |
746
| – | – | 0.02% | 337 |
|
|
2017
Q2 | $66K | Hold |
746
| – | – | 0.02% | 304 |
|
|
2017
Q1 | $66K | Hold |
746
| – | – | 0.03% | 288 |
|
|
2016
Q4 | $64K | Sell |
746
-159
| -18% | -$13.6K | 0.02% | 292 |
|
|
2016
Q3 | $76K | Buy |
905
+155
| +21% | +$13K | 0.03% | 258 |
|
|
2016
Q2 | $63K | Hold |
750
| – | – | 0.03% | 304 |
|
|
2016
Q1 | $60K | Hold |
750
| – | – | 0.03% | 298 |
|
|
2015
Q4 | $55K | Hold |
750
| – | – | 0.03% | 322 |
|
|
2015
Q3 | $54K | Hold |
750
| – | – | 0.03% | 298 |
|
|
2015
Q2 | $57K | Hold |
750
| – | – | 0.03% | 323 |
|
|
2015
Q1 | $59K | Hold |
750
| – | – | 0.03% | 304 |
|
|
2014
Q4 | $59K | Buy |
+750
| New | +$59K | 0.04% | 280 |
|