CPA
Clear Perspective Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$23K | – | 382 |
|
|
2018
Q2 | $23K | Hold |
250
| – | – | 0.02% | 305 |
|
|
2018
Q1 | $23K | Hold |
250
| – | – | 0.02% | 297 |
|
|
2017
Q4 | $24K | Hold |
250
| – | – | 0.02% | 280 |
|
|
2017
Q3 | $23K | Sell |
250
-51
| -17% | -$4.69K | 0.02% | 279 |
|
|
2017
Q2 | $27K | Buy |
301
+51
| +20% | +$4.58K | 0.02% | 265 |
|
|
2017
Q1 | $22K | Hold |
250
| – | – | 0.01% | 268 |
|
|
2016
Q4 | $21K | Buy |
+250
| New | +$21K | 0.01% | 265 |
|