Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,383
| Closed | -$210K | – | 257 |
|
|
2017
Q1 | $210K | Sell |
2,383
-126
| -5% | -$11.1K | 0.03% | 247 |
|
|
2016
Q4 | $215K | Sell |
2,509
-380
| -13% | -$32.6K | 0.04% | 246 |
|
|
2016
Q3 | $244K | Buy |
2,889
+113
| +4% | +$9.54K | 0.04% | 239 |
|
|
2016
Q2 | $233K | Sell |
2,776
-65
| -2% | -$5.46K | 0.04% | 241 |
|
|
2016
Q1 | $227K | Hold |
2,841
| – | – | 0.04% | 239 |
|
|
2015
Q4 | $209K | Sell |
2,841
-368
| -11% | -$27.1K | 0.04% | 228 |
|
|
2015
Q3 | $232K | Buy |
3,209
+191
| +6% | +$13.8K | 0.06% | 214 |
|
|
2015
Q2 | $230K | Buy |
+3,018
| New | +$230K | 0.05% | 224 |
|