Fusion 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
2014
Q4
Sell
-2,001
Closed -$150K 182
2014
Q3
$150K Buy
2,001
+1
+0.1% +$75 0.13% 88
2014
Q2
$153K Sell
2,000
-775
-28% -$59.3K 0.13% 101
2014
Q1
$204K Buy
2,775
+290
+12% +$21.3K 0.21% 71
2013
Q4
$180K Buy
+2,485
New +$180K 0.13% 124