BI
Ballast Inc’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,186
| Closed | -$258K | – | 96 |
|
|
2021
Q1 | $258K | Hold |
2,186
| – | – | 0.12% | 84 |
|
|
2020
Q4 | $231K | Hold |
2,186
| – | – | 0.12% | 85 |
|
|
2020
Q3 | $201K | Buy |
+2,186
| New | +$201K | 0.11% | 93 |
|
|
2020
Q1 | – | Sell |
-2,186
| Closed | -$235K | – | 98 |
|
|
2019
Q4 | $235K | Buy |
+2,186
| New | +$235K | 0.13% | 96 |
|