Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,116
| Closed | -$288K | – | 163 |
|
|
2020
Q3 | $288K | Hold |
3,116
| – | – | 0.02% | 128 |
|
|
2020
Q2 | $284K | Hold |
3,116
| – | – | 0.02% | 126 |
|
|
2020
Q1 | $249K | Hold |
3,116
| – | – | 0.02% | 125 |
|
|
2019
Q4 | $335K | Buy |
3,116
+1,000
| +47% | +$108K | 0.03% | 118 |
|
|
2019
Q3 | $217K | Sell |
2,116
-157
| -7% | -$16.1K | 0.02% | 143 |
|
|
2019
Q2 | $229K | Buy |
2,273
+157
| +7% | +$15.8K | 0.02% | 133 |
|
|
2019
Q1 | $210K | Buy |
+2,116
| New | +$210K | 0.02% | 137 |
|