BPWA
Beacon Pointe Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.9M | Sell |
45,556
-902
| -2% | -$97K | 0.9% | 26 |
|
|
2019
Q3 | $4.76M | Sell |
46,458
-318
| -0.7% | -$32.6K | 1% | 22 |
|
|
2019
Q2 | $4.71M | Buy |
46,776
+48
| +0.1% | +$4.83K | 1% | 22 |
|
|
2019
Q1 | $4.65M | Sell |
46,728
-279
| -0.6% | -$27.8K | 1.06% | 20 |
|
|
2018
Q4 | $4.21M | Buy |
+47,007
| New | +$4.21M | 1.52% | 12 |
|