Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $250K | Sell |
3,194
-175
| -5% | -$13.7K | 0.01% | 364 |
|
|
2014
Q4 | $265K | Buy |
3,369
+10
| +0.3% | +$787 | 0.01% | 364 |
|
|
2014
Q3 | $252K | Buy |
3,359
+410
| +14% | +$30.8K | 0.01% | 364 |
|
|
2014
Q2 | $226K | Sell |
2,949
-95
| -3% | -$7.28K | 0.01% | 381 |
|
|
2014
Q1 | $224K | Buy |
3,044
+45
| +2% | +$3.31K | 0.01% | 385 |
|
|
2013
Q4 | $218K | Sell |
2,999
-5
| -0.2% | -$363 | 0.01% | 385 |
|
|
2013
Q3 | $207K | Sell |
3,004
-4,620
| -61% | -$318K | 0.01% | 378 |
|
|
2013
Q2 | $505K | Buy |
+7,624
| New | +$505K | 0.03% | 268 |
|