Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $805K | Sell |
10,944
-170
| -2% | -$12.5K | 0.05% | 116 |
|
|
2015
Q3 | $802K | Hold |
11,114
| – | – | 0.05% | 116 |
|
|
2015
Q2 | $847K | Sell |
11,114
-390
| -3% | -$29.7K | 0.05% | 120 |
|
|
2015
Q1 | $900K | Sell |
11,504
-80
| -0.7% | -$6.26K | 0.05% | 131 |
|
|
2014
Q4 | $913K | Sell |
11,584
-495
| -4% | -$39K | 0.05% | 130 |
|
|
2014
Q3 | $905K | Buy |
12,079
+940
| +8% | +$70.4K | 0.05% | 128 |
|
|
2014
Q2 | $853K | Buy |
+11,139
| New | +$853K | 0.05% | 127 |
|