Frontier Wealth Management’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
2021
Q1
Sell
-2,785
Closed -$295K 401
2020
Q4
$295K Hold
2,785
0.02% 296
2020
Q3
$257K Buy
2,785
+45
+2% +$4.15K 0.02% 301
2020
Q2
$250K Hold
2,740
0.02% 299
2020
Q1
$219K Buy
+2,740
New +$219K 0.04% 258