Blume Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-344
| Closed | -$44K | – | 325 |
|
2021
Q4 | $44K | Hold |
344
| – | – | 0.01% | 180 |
|
2021
Q3 | $40K | Sell |
344
-205
| -37% | -$23.8K | 0.01% | 190 |
|
2021
Q2 | $67K | Buy |
+549
| New | +$67K | 0.02% | 149 |
|
2014
Q1 | – | Sell |
-60
| Closed | -$4K | – | 259 |
|
2013
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 239 |
|