Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $220K | Sell |
2,494
-106
| -4% | -$9.35K | 0.07% | 237 |
|
|
2016
Q4 | $222K | Buy |
2,600
+127
| +5% | +$10.8K | 0.08% | 218 |
|
|
2016
Q3 | $209K | Hold |
2,473
| – | – | 0.07% | 220 |
|
|
2016
Q2 | $208K | Sell |
2,473
-63
| -2% | -$5.3K | 0.08% | 213 |
|
|
2016
Q1 | $203K | Buy |
2,536
+7
| +0.3% | +$560 | 0.09% | 184 |
|
|
2015
Q4 | $186K | Buy |
2,529
+340
| +16% | +$25K | 0.08% | 198 |
|
|
2015
Q3 | $158K | Hold |
2,189
| – | – | 0.07% | 215 |
|
|
2015
Q2 | $167K | Buy |
2,189
+340
| +18% | +$25.9K | 0.06% | 213 |
|
|
2015
Q1 | $144K | Buy |
+1,849
| New | +$144K | 0.06% | 233 |
|