Harel Insurance Investments & Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$101K | – | 854 |
|
|
2020
Q4 | $101K | Buy |
+1,000
| New | +$101K | ﹤0.01% | 547 |
|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$101K | – | 561 |
|
|
2019
Q2 | $101K | Hold |
1,000
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $99K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2018
Q4 | $90K | Sell |
1,000
-500
| -33% | -$45K | 0.01% | 241 |
|
|
2018
Q3 | $147K | Sell |
1,500
-300
| -17% | -$29.4K | 0.01% | 230 |
|
|
2018
Q2 | $167K | Hold |
1,800
| – | – | 0.01% | 202 |
|
|
2018
Q1 | $164K | Hold |
1,800
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $170K | Hold |
1,800
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $164K | Hold |
1,800
| – | – | 0.01% | 198 |
|
|
2017
Q2 | $160K | Hold |
1,800
| – | – | 0.01% | 207 |
|
|
2017
Q1 | $159K | Buy |
+1,800
| New | +$159K | 0.01% | 179 |
|
|
2016
Q4 | – | Hold |
0
| – | -$149K | – | 129 |
|
|
2016
Q3 | – | Hold |
0
| – | -$151K | – | 137 |
|
|
2016
Q2 | – | Hold |
0
| – | -$144K | – | 194 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 135 |
|