Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3.35M | Sell |
36,745
-2,660
| -7% | -$243K | 2.16% | 9 |
|
|
2017
Q4 | $3.72M | Buy |
39,405
+1,287
| +3% | +$122K | 2.31% | 8 |
|
|
2017
Q3 | $3.48M | Buy |
38,118
+485
| +1% | +$44.3K | 2.3% | 9 |
|
|
2017
Q2 | $3.35M | Buy |
37,633
+11,439
| +44% | +$1.02M | 2.28% | 10 |
|
|
2017
Q1 | $2.31M | Sell |
26,194
-12,008
| -31% | -$1.06M | 1.68% | 24 |
|
|
2016
Q4 | $3.27M | Buy |
38,202
+1,210
| +3% | +$104K | 2.74% | 11 |
|
|
2016
Q3 | $3.12M | Buy |
36,992
+16,623
| +82% | +$1.4M | 2.37% | 10 |
|
|
2016
Q2 | $1.71M | Buy |
20,369
+337
| +2% | +$28.3K | 1.41% | 22 |
|
|
2016
Q1 | $1.6M | Buy |
20,032
+1,533
| +8% | +$123K | 1.5% | 20 |
|
|
2015
Q4 | $1.36M | Buy |
+18,499
| New | +$1.36M | 1.3% | 20 |
|