Geneva Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.27M | Buy |
25,524
+77
| +0.3% | +$6.85K | 0.04% | 191 |
|
|
2017
Q1 | $2.24M | Sell |
25,447
-513
| -2% | -$45.2K | 0.04% | 194 |
|
|
2016
Q4 | $2.22M | Buy |
25,960
+474
| +2% | +$40.6K | 0.04% | 190 |
|
|
2016
Q3 | $2.15M | Buy |
+25,486
| New | +$2.15M | 0.04% | 191 |
|
|
2015
Q1 | – | Sell |
-2,829
| Closed | -$223K | – | 728 |
|
|
2014
Q4 | $223K | Buy |
+2,829
| New | +$223K | ﹤0.01% | 581 |
|