Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$9K | – | 373 |
|
|
2018
Q4 | $9K | Sell |
100
-100
| -50% | -$9K | ﹤0.01% | 319 |
|
|
2018
Q3 | $20K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2018
Q2 | $19K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2018
Q1 | $18K | Hold |
200
| – | – | 0.01% | 257 |
|
|
2017
Q4 | $19K | Hold |
200
| – | – | 0.01% | 245 |
|
|
2017
Q3 | $18K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $18K | Buy |
+200
| New | +$18K | 0.01% | 229 |
|