Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-170
| Closed | -$16K | – | 318 |
|
|
2018
Q2 | $16K | Hold |
170
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $16K | Hold |
170
| – | – | 0.01% | 278 |
|
|
2017
Q4 | $17K | Hold |
170
| – | – | 0.04% | 155 |
|
|
2017
Q3 | $15K | Hold |
170
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $15K | Hold |
170
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $15K | Sell |
170
-30
| -15% | -$2.65K | 0.01% | 265 |
|
|
2016
Q4 | $18K | Buy |
200
+170
| +567% | +$15.3K | ﹤0.01% | 260 |
|
|
2016
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 396 |
|
|
2016
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 372 |
|
|
2016
Q1 | – | Sell |
-57
| Closed | -$4K | – | 407 |
|
|
2015
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 315 |
|