CFN
Cordasco Financial Network’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-130
| Closed | -$10K | – | 308 |
|
|
2015
Q1 | $10K | Hold |
130
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $10K | Sell |
130
-1,859
| -93% | -$143K | 0.01% | 237 |
|
|
2014
Q3 | $149K | Hold |
1,989
| – | – | 0.11% | 105 |
|
|
2014
Q2 | $152K | Hold |
1,989
| – | – | 0.12% | 104 |
|
|
2014
Q1 | $146K | Hold |
1,989
| – | – | 0.12% | 101 |
|
|
2013
Q4 | $144K | Buy |
+1,989
| New | +$144K | 0.11% | 86 |
|