HCR Wealth Advisors’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 |
-108
| Closed | -$11K | – | 258 |
|
|
2020
Q4 | $11K | Hold |
108
| – | – | ﹤0.01% | 248 |
|
|
2020
Q3 | $10K | Buy |
108
+24
| +29% | +$2.22K | ﹤0.01% | 224 |
|
|
2020
Q2 | $8K | Buy |
84
+4
| +5% | +$381 | ﹤0.01% | 230 |
|
|
2020
Q1 | $6K | Buy |
80
+30
| +60% | +$2.25K | ﹤0.01% | 222 |
|
|
2019
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 222 |
|