Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25
| Closed | -$2K | – | 199 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 175 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 180 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 176 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 162 |
|
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 163 |
|
|
2016
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 153 |
|
|
2016
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 148 |
|
|
2016
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 127 |
|
|
2016
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 124 |
|
|
2015
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 118 |
|
|
2015
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 125 |
|
|
2015
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 168 |
|
|
2015
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 137 |
|
|
2014
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 119 |
|