Braver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $972K | Buy |
11,363
+509
| +5% | +$43.5K | 0.16% | 97 |
|
|
2016
Q3 | $916K | Buy |
10,854
+4
| +0% | +$338 | 0.15% | 87 |
|
|
2016
Q2 | $911K | Sell |
10,850
-496
| -4% | -$41.6K | 0.16% | 75 |
|
|
2016
Q1 | $907K | Buy |
11,346
+503
| +5% | +$40.2K | 0.15% | 86 |
|
|
2015
Q4 | $798K | Buy |
10,843
+25
| +0.2% | +$1.84K | 0.16% | 65 |
|
|
2015
Q3 | $781K | Buy |
10,818
+4
| +0% | +$289 | 0.19% | 58 |
|
|
2015
Q2 | $824K | Buy |
10,814
+4
| +0% | +$305 | 0.2% | 63 |
|
|
2015
Q1 | $845K | Buy |
10,810
+3
| +0% | +$235 | 0.17% | 66 |
|
|
2014
Q4 | $852K | Buy |
10,807
+744
| +7% | +$58.7K | 0.17% | 61 |
|
|
2014
Q3 | $754K | Buy |
10,063
+8
| +0.1% | +$599 | 0.23% | 59 |
|
|
2014
Q2 | $770K | Buy |
10,055
+8
| +0.1% | +$613 | 0.2% | 66 |
|
|
2014
Q1 | $739K | Buy |
10,047
+8
| +0.1% | +$588 | 0.21% | 57 |
|
|
2013
Q4 | $729K | Buy |
10,039
+32
| +0.3% | +$2.32K | 0.25% | 58 |
|
|
2013
Q3 | $690K | Buy |
10,007
+2,267
| +29% | +$156K | 0.24% | 62 |
|
|
2013
Q2 | $513K | Buy |
+7,740
| New | +$513K | 0.24% | 55 |
|