First Capital Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,927
| Closed | -$358K | – | 657 |
|
|
2018
Q1 | $358K | Hold |
3,927
| – | – | 0.21% | 93 |
|
|
2017
Q4 | $371K | Sell |
3,927
-162
| -4% | -$15.3K | 0.23% | 107 |
|
|
2017
Q3 | $373K | Hold |
4,089
| – | – | 0.26% | 104 |
|
|
2017
Q2 | $363K | Sell |
4,089
-595
| -13% | -$52.8K | 0.25% | 106 |
|
|
2017
Q1 | $413K | Buy |
4,684
+52
| +1% | +$4.59K | 0.31% | 98 |
|
|
2016
Q4 | $396K | Buy |
+4,632
| New | +$396K | 0.37% | 83 |
|