Evelyn V. Moreno’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,671
| Closed | -$209K | – | 75 |
|
|
2015
Q1 | $209K | Sell |
2,671
-1,358
| -34% | -$106K | 0.08% | 75 |
|
|
2014
Q4 | $317K | Buy |
4,029
+300
| +8% | +$23.6K | 0.12% | 66 |
|
|
2014
Q3 | $280K | Hold |
3,729
| – | – | 0.11% | 68 |
|
|
2014
Q2 | $286K | Hold |
3,729
| – | – | 0.11% | 70 |
|
|
2014
Q1 | $275K | Buy |
3,729
+222
| +6% | +$16.4K | 0.11% | 72 |
|
|
2013
Q4 | $255K | Buy |
+3,507
| New | +$255K | 0.11% | 72 |
|