Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,328
| Closed | -$407K | – | 112 |
|
|
2021
Q2 | $407K | Buy |
3,328
+297
| +10% | +$36.3K | 0.05% | 110 |
|
|
2021
Q1 | $358K | Buy |
+3,031
| New | +$358K | 0.05% | 111 |
|
|
2020
Q1 | – | Sell |
-6,785
| Closed | -$730K | – | 156 |
|
|
2019
Q4 | $730K | Sell |
6,785
-11
| -0.2% | -$1.18K | 0.12% | 126 |
|
|
2019
Q3 | $680K | Buy |
+6,796
| New | +$680K | 0.14% | 109 |
|
|
2016
Q3 | – | Sell |
-10,066
| Closed | -$845K | – | 71 |
|
|
2016
Q2 | $845K | Buy |
+10,066
| New | +$845K | 0.31% | 63 |
|