Girard Securities’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
Q4 | – | Sell |
-3,152
| Closed | -$287K | – | 100 |
|
|
2017
Q3 | $287K | Sell |
3,152
-4,273
| -58% | -$389K | 0.25% | 88 |
|
|
2017
Q2 | $660K | Buy |
7,425
+4,253
| +134% | +$378K | 0.5% | 51 |
|
|
2017
Q1 | $280K | Sell |
3,172
-11,108
| -78% | -$981K | 0.24% | 113 |
|
|
2016
Q4 | $1.22M | Buy |
14,280
+1,506
| +12% | +$129K | 1.06% | 18 |
|
|
2016
Q3 | $1.08M | Buy |
12,774
+2,717
| +27% | +$229K | 1.1% | 21 |
|
|
2016
Q2 | $844K | Buy |
10,057
+1,091
| +12% | +$91.6K | 0.77% | 33 |
|
|
2016
Q1 | $716K | Buy |
8,966
+404
| +5% | +$32.3K | 0.71% | 39 |
|
|
2015
Q4 | $633K | Buy |
+8,562
| New | +$633K | 0.63% | 45 |
|