GG
Gofen & Glossberg’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $568K | Sell |
4,538
-134
| -3% | -$16.8K | 0.01% | 323 |
|
|
2022
Q3 | $521K | Hold |
4,672
| – | – | 0.01% | 308 |
|
|
2022
Q2 | $555K | Sell |
4,672
-100
| -2% | -$11.9K | 0.01% | 299 |
|
|
2022
Q1 | $611K | Hold |
4,772
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $616K | Buy |
4,772
+315
| +7% | +$40.7K | 0.01% | 315 |
|
|
2021
Q3 | $524K | Buy |
4,457
+360
| +9% | +$42.3K | 0.01% | 338 |
|
|
2021
Q2 | $501K | Buy |
4,097
+2,019
| +97% | +$247K | 0.01% | 337 |
|
|
2021
Q1 | $245K | Hold |
2,078
| – | – | 0.01% | 464 |
|
|
2020
Q4 | $220K | Buy |
+2,078
| New | +$220K | 0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-2,055
| Closed | -$221K | – | 464 |
|
|
2019
Q4 | $221K | Hold |
2,055
| – | – | 0.01% | 425 |
|
|
2019
Q3 | $211K | Hold |
2,055
| – | – | 0.01% | 421 |
|
|
2019
Q2 | $207K | Hold |
2,055
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $204K | Buy |
+2,055
| New | +$204K | 0.01% | 415 |
|
|
2018
Q4 | – | Sell |
-2,055
| Closed | -$201K | – | 448 |
|
|
2018
Q3 | $201K | Buy |
+2,055
| New | +$201K | 0.01% | 440 |
|