Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-48
| Closed | -$5K | – | 590 |
|
|
2020
Q4 | $5K | Sell |
48
-103
| -68% | -$10.7K | ﹤0.01% | 260 |
|
|
2020
Q3 | $14K | Buy |
151
+1
| +0.7% | +$93 | 0.01% | 191 |
|
|
2020
Q2 | $13K | Sell |
150
-41
| -21% | -$3.55K | 0.01% | 194 |
|
|
2020
Q1 | $15K | Buy |
191
+1
| +0.5% | +$79 | 0.02% | 166 |
|
|
2019
Q4 | $20K | Buy |
190
+1
| +0.5% | +$105 | 0.02% | 161 |
|
|
2019
Q3 | $19K | Buy |
189
+144
| +320% | +$14.5K | 0.02% | 174 |
|
|
2019
Q2 | $4K | Hold |
45
| – | – | 0.01% | 404 |
|
|
2019
Q1 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 393 |
|