Antonetti Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-6,975
| Closed | -$534K | – | 193 |
|
2014
Q2 | $534K | Buy |
6,975
+1,700
| +32% | +$130K | 0.42% | 40 |
|
2014
Q1 | $388K | Sell |
5,275
-100
| -2% | -$7.36K | 0.34% | 38 |
|
2013
Q4 | $390K | Sell |
5,375
-725
| -12% | -$52.6K | 0.35% | 35 |
|
2013
Q3 | $421K | Buy |
6,100
+3,025
| +98% | +$209K | 0.43% | 34 |
|
2013
Q2 | $204K | Buy |
+3,075
| New | +$204K | 0.22% | 74 |
|