CT Financial Advisors’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 | $51.8K | Hold |
587
| – | – | 0.03% | 270 |
|
|
2016
Q4 | $50.3K | Hold |
587
| – | – | 0.03% | 268 |
|
|
2016
Q3 | $49.6K | Hold |
587
| – | – | 0.03% | 269 |
|
|
2016
Q2 | $49.3K | Sell |
587
-1
| -0.2% | -$84 | 0.03% | 268 |
|
|
2016
Q1 | $47K | Buy |
588
+1
| +0.2% | +$80 | 0.03% | 299 |
|
|
2015
Q4 | $43.2K | Buy |
587
+170
| +41% | +$12.5K | 0.02% | 311 |
|
|
2015
Q3 | $30.1K | Hold |
417
| – | – | 0.02% | 343 |
|
|
2015
Q2 | $31.8K | Hold |
417
| – | – | 0.02% | 348 |
|
|
2015
Q1 | $32.6K | Buy |
417
+130
| +45% | +$10.2K | 0.02% | 343 |
|
|
2014
Q4 | $22.7K | Buy |
+287
| New | +$22.7K | 0.02% | 305 |
|
|
2014
Q1 | $32.6K | Buy |
+417
| New | +$32.6K | 0.02% | 343 |
|