Concert Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.71M | Hold |
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|
2016
Q4 | $1.71M | Sell |
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|
2016
Q3 | $2.04M | Sell |
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|
2016
Q2 | $2.46M | Buy |
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|
2016
Q1 | $2.08M | Buy |
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|
2015
Q4 | $1.73M | Buy |
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|
2015
Q3 | $1.61M | Sell |
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|
2015
Q2 | $2.2M | Sell |
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|
2015
Q1 | $662K | Sell |
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|
2014
Q4 | $2.55M | Sell |
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|
2014
Q3 | $2.48M | Sell |
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|
2014
Q2 | $2.51M | Sell |
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|
2014
Q1 | $2.96M | Sell |
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|
2013
Q4 | $3.06M | Sell |
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|
2013
Q3 | $3.77M | Buy |
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|
2013
Q2 | $3.44M | Buy |
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