Gupta Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.39M | Buy |
29,922
+710
| +2% | +$56.8K | 0.56% | 39 |
|
|
2015
Q4 | $2.15M | Sell |
29,212
-480
| -2% | -$35.3K | 0.55% | 42 |
|
|
2015
Q3 | $2.14M | Buy |
29,692
+280
| +1% | +$20.2K | 0.52% | 47 |
|
|
2015
Q2 | $2.24M | Sell |
29,412
-475
| -2% | -$36.2K | 0.55% | 48 |
|
|
2015
Q1 | $2.34M | Buy |
+29,887
| New | +$2.34M | 0.69% | 41 |
|