Hochman Cole Investment 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
Q3 | $4.38M | Sell |
37,225
-393
| -1% | -$46.2K | 1.71% | 16 |
|
|
2021
Q2 | $4.6M | Sell |
37,618
-127
| -0.3% | -$15.5K | 1.84% | 16 |
|
|
2021
Q1 | $4.46M | Buy |
37,745
+942
| +3% | +$111K | 1.87% | 13 |
|
|
2020
Q4 | $3.9M | Sell |
36,803
-8,693
| -19% | -$921K | 1.68% | 17 |
|
|
2020
Q3 | $4.2M | Buy |
45,496
+458
| +1% | +$42.3K | 2.07% | 14 |
|
|
2020
Q2 | $4.11M | Sell |
45,038
-2,507
| -5% | -$229K | 2.27% | 12 |
|
|
2020
Q1 | $3.8M | Sell |
47,545
-8,722
| -16% | -$697K | 2.61% | 8 |
|
|
2019
Q4 | $6.05M | Buy |
56,267
+1,202
| +2% | +$129K | 3.3% | 7 |
|
|
2019
Q3 | $5.65M | Buy |
55,065
+7,805
| +17% | +$801K | 3.53% | 6 |
|
|
2019
Q2 | $4.77M | Buy |
47,260
+761
| +2% | +$76.8K | 2.84% | 7 |
|
|
2019
Q1 | $4.62M | Buy |
46,499
+1,309
| +3% | +$130K | 2.76% | 7 |
|
|
2018
Q4 | $4.05M | Buy |
45,190
+989
| +2% | +$88.5K | 2.78% | 7 |
|
|
2018
Q3 | $4.33M | Sell |
44,201
-117
| -0.3% | -$11.5K | 2.7% | 9 |
|
|
2018
Q2 | $4.11M | Sell |
44,318
-3,743
| -8% | -$347K | 2.7% | 8 |
|
|
2018
Q1 | $4.38M | Sell |
48,061
-35,281
| -42% | -$3.22M | 3.06% | 8 |
|
|
2017
Q4 | $7.87M | Buy |
83,342
+106
| +0.1% | +$10K | 4.96% | 5 |
|
|
2017
Q3 | $7.6M | Sell |
83,236
-2,484
| -3% | -$227K | 4.98% | 4 |
|
|
2017
Q2 | $7.62M | Buy |
85,720
+1,048
| +1% | +$93.2K | 5.27% | 5 |
|
|
2017
Q1 | $7.46M | Sell |
84,672
-14,227
| -14% | -$1.25M | 5.42% | 5 |
|
|
2016
Q4 | $8.46M | Buy |
98,899
+5,058
| +5% | +$433K | 6.13% | 2 |
|
|
2016
Q3 | $7.92M | Buy |
93,841
+10,803
| +13% | +$911K | 5.9% | 3 |
|
|
2016
Q2 | $6.97M | Buy |
83,038
+8,745
| +12% | +$734K | 5.71% | 4 |
|
|
2016
Q1 | $5.94M | Buy |
74,293
+11,935
| +19% | +$954K | 5.06% | 4 |
|
|
2015
Q4 | $4.59M | Buy |
+62,358
| New | +$4.59M | 3.89% | 6 |
|