Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-728
| Closed | -$69K | – | 217 |
|
|
2017
Q4 | $69K | Sell |
728
-728
| -50% | -$69K | 0.05% | 37 |
|
|
2017
Q3 | $130K | Buy |
1,456
+728
| +100% | +$65K | 0.05% | 31 |
|
|
2017
Q2 | $65K | Hold |
728
| – | – | 0.02% | 63 |
|
|
2017
Q1 | $64K | Hold |
728
| – | – | 0.02% | 66 |
|
|
2016
Q4 | $62K | Hold |
728
| – | – | 0.02% | 65 |
|
|
2016
Q3 | $61K | Sell |
728
-110
| -13% | -$9.22K | 0.02% | 101 |
|
|
2016
Q2 | $70K | Hold |
838
| – | – | 0.04% | 121 |
|
|
2016
Q1 | $67K | Hold |
838
| – | – | 0.05% | 159 |
|
|
2015
Q4 | $62K | Buy |
+838
| New | +$62K | 0.07% | 152 |
|