Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$430K | – | 50 |
|
|
2019
Q4 | $430K | Hold |
4,000
| – | – | 0.16% | 30 |
|
|
2019
Q3 | $410K | Hold |
4,000
| – | – | 0.17% | 30 |
|
|
2019
Q2 | $404K | Hold |
4,000
| – | – | 0.17% | 27 |
|
|
2019
Q1 | $398K | Hold |
4,000
| – | – | 0.18% | 30 |
|
|
2018
Q4 | $358K | Hold |
4,000
| – | – | 0.18% | 30 |
|
|
2018
Q3 | $392K | Buy |
+4,000
| New | +$392K | 0.18% | 30 |
|