HCC
Hirtle Callaghan & Co’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-205
| Closed | -$19K | – | 134 |
|
|
2017
Q4 | $19K | Hold |
205
| – | – | ﹤0.01% | 110 |
|
|
2017
Q3 | $19K | Hold |
205
| – | – | ﹤0.01% | 157 |
|
|
2017
Q2 | $18K | Sell |
205
-218
| -52% | -$19.1K | ﹤0.01% | 141 |
|
|
2017
Q1 | $37K | Buy |
423
+50
| +13% | +$4.37K | 0.01% | 99 |
|
|
2016
Q4 | $32K | Sell |
373
-1,095
| -75% | -$93.9K | 0.01% | 90 |
|
|
2016
Q3 | $124K | Buy |
+1,468
| New | +$124K | 0.03% | 106 |
|