Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-42
| Closed | -$5K | – | 723 |
|
|
2021
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $4K | Sell |
42
-20
| -32% | -$1.91K | ﹤0.01% | 384 |
|
|
2020
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 338 |
|
|
2020
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $7K | Hold |
62
| – | – | ﹤0.01% | 310 |
|
|
2019
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 292 |
|
|
2019
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 272 |
|
|
2019
Q1 | $6K | Buy |
62
+8
| +15% | +$774 | ﹤0.01% | 273 |
|
|
2018
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 272 |
|
|
2018
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 281 |
|
|
2018
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 283 |
|
|
2017
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 285 |
|
|
2017
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 280 |
|