Arcadia Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-286
| Closed | -$28.9K | – | 73 |
|
2019
Q2 | $28.9K | Sell |
286
-39,362
| -99% | -$3.97M | 0.02% | 46 |
|
2019
Q1 | $3.94M | Buy |
39,648
+33,210
| +516% | +$3.3M | 2.97% | 12 |
|
2018
Q4 | $576K | Buy |
+6,438
| New | +$576K | 0.51% | 19 |
|
2018
Q1 | – | Sell |
-26
| Closed | -$2.23K | – | 67 |
|
2017
Q4 | $2.23K | Buy |
+26
| New | +$2.23K | ﹤0.01% | 59 |
|