Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,718
| Closed | -$241K | – | 83 |
|
|
2017
Q2 | $241K | Hold |
2,718
| – | – | 0.23% | 82 |
|
|
2017
Q1 | $239K | Sell |
2,718
-369
| -12% | -$32.4K | 0.23% | 89 |
|
|
2016
Q4 | $264K | Buy |
3,087
+2,279
| +282% | +$195K | 0.22% | 110 |
|
|
2016
Q3 | $9.58K | Sell |
808
-8,517
| -91% | -$101K | 0.5% | 49 |
|
|
2016
Q2 | $782K | Buy |
+9,325
| New | +$782K | 0.68% | 54 |
|