Investors Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,122
| Closed | -$791K | – | 149 |
|
|
2021
Q4 | $791K | Sell |
6,122
-58
| -0.9% | -$7.49K | 0.37% | 73 |
|
|
2021
Q3 | $726K | Hold |
6,180
| – | – | 0.38% | 70 |
|
|
2021
Q2 | $756K | Sell |
6,180
-119
| -2% | -$14.6K | 0.41% | 69 |
|
|
2021
Q1 | $744K | Hold |
6,299
| – | – | 0.44% | 64 |
|
|
2020
Q4 | $667K | Buy |
6,299
+220
| +4% | +$23.3K | 0.44% | 62 |
|
|
2020
Q3 | $562K | Sell |
6,079
-100
| -2% | -$9.25K | 0.42% | 71 |
|
|
2020
Q2 | $564K | Hold |
6,179
| – | – | 0.46% | 63 |
|
|
2020
Q1 | $493K | Sell |
6,179
-3,611
| -37% | -$288K | 0.5% | 64 |
|
|
2019
Q4 | $1.05M | Buy |
+9,790
| New | +$1.05M | 0.86% | 33 |
|