Independent Family Office’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
Q2 | – | Sell |
-2,766
| Closed | -$326K | – | 69 |
|
|
2021
Q1 | $326K | Sell |
2,766
-5,491
| -67% | -$647K | 0.13% | 49 |
|
|
2020
Q4 | $875K | Hold |
8,257
| – | – | 0.37% | 26 |
|
|
2020
Q3 | $763K | Hold |
8,257
| – | – | 0.36% | 28 |
|
|
2020
Q2 | $753K | Sell |
8,257
-3,116
| -27% | -$284K | 0.39% | 25 |
|
|
2020
Q1 | $908K | Sell |
11,373
-116
| -1% | -$9.26K | 0.57% | 18 |
|
|
2019
Q4 | $1.24M | Buy |
+11,489
| New | +$1.24M | 0.78% | 17 |
|