Cavalier Investments’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
Q1 | – | Sell |
-4,151
| Closed | -$355K | – | 176 |
|
|
2016
Q4 | $355K | Hold |
4,151
| – | – | 0.23% | 78 |
|
|
2016
Q3 | $350K | Hold |
4,151
| – | – | 0.21% | 76 |
|
|
2016
Q2 | $348K | Sell |
4,151
-615
| -13% | -$51.6K | 0.2% | 88 |
|
|
2016
Q1 | $381K | Hold |
4,766
| – | – | 0.22% | 71 |
|
|
2015
Q4 | $351K | Buy |
+4,766
| New | +$351K | 0.21% | 78 |
|