FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,519
| Closed | -$594K | – | 67 |
|
|
2019
Q4 | $594K | Buy |
5,519
+147
| +3% | +$15.8K | 0.16% | 43 |
|
|
2019
Q3 | $551K | Hold |
5,372
| – | – | 0.2% | 31 |
|
|
2019
Q2 | $542K | Sell |
5,372
-113,683
| -95% | -$11.5M | 0.22% | 32 |
|
|
2019
Q1 | $11.8M | Buy |
119,055
+15,518
| +15% | +$1.54M | 4.02% | 9 |
|
|
2018
Q4 | $9.27M | Buy |
+103,537
| New | +$9.27M | 3.45% | 9 |
|
|
2017
Q2 | – | Sell |
-99,521
| Closed | -$8.77M | – | 56 |
|
|
2017
Q1 | $8.77M | Sell |
99,521
-368,063
| -79% | -$32.4M | 3.69% | 11 |
|
|
2016
Q4 | $40M | Sell |
467,584
-34,148
| -7% | -$2.92M | 14.01% | 2 |
|
|
2016
Q3 | $42.3M | Sell |
501,732
-1,200
| -0.2% | -$101K | 10.82% | 2 |
|
|
2016
Q2 | $42.2M | Buy |
+502,932
| New | +$42.2M | 10.55% | 3 |
|