ARG
Advisory Resource Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,258
| Closed | -$1.46M | – | 98 |
|
|
2020
Q1 | $1.46M | Buy |
18,258
+3,809
| +26% | +$304K | 1.12% | 15 |
|
|
2019
Q4 | $1.55M | Sell |
14,449
-38,782
| -73% | -$4.17M | 0.88% | 19 |
|
|
2019
Q3 | $5.46M | Buy |
53,231
+637
| +1% | +$65.4K | 2.93% | 9 |
|
|
2019
Q2 | $5.31M | Buy |
52,594
+9,642
| +22% | +$973K | 2.91% | 9 |
|
|
2019
Q1 | $4.25M | Sell |
42,952
-5,577
| -11% | -$552K | 2.37% | 11 |
|
|
2018
Q4 | $4.34M | Buy |
+48,529
| New | +$4.34M | 2.67% | 8 |
|