Aspire Private Capital’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
-2,844
Closed -$287K 535
2019
Q2
$287K Buy
2,844
+1,229
+76% +$124K 0.14% 97
2019
Q1
$161K Buy
1,615
+570
+55% +$56.8K 0.08% 127
2018
Q4
$94K Buy
+1,045
New +$94K 0.05% 159