JFA
JNBA Financial Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-224
| Closed | -$29.6K | – | 679 |
|
|
2024
Q4 | $29.6K | Hold |
224
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $31.8K | Buy |
+224
| New | +$31.8K | ﹤0.01% | 338 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$2K | – | 823 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 753 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 711 |
|
|
2021
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 663 |
|
|
2021
Q1 | – | Sell |
-72
| Closed | -$8K | – | 667 |
|
|
2020
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 466 |
|
|
2020
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $7K | Buy |
+72
| New | +$7K | ﹤0.01% | 437 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$49K | – | 702 |
|
|
2018
Q3 | $49K | Buy |
+500
| New | +$49K | 0.02% | 223 |
|
|
2017
Q2 | – | Sell |
-1,939
| Closed | -$171K | – | 460 |
|
|
2017
Q1 | $171K | Sell |
1,939
-396
| -17% | -$34.9K | 0.04% | 129 |
|
|
2016
Q4 | $200K | Sell |
2,335
-482
| -17% | -$41.3K | 0.05% | 113 |
|
|
2016
Q3 | $238K | Sell |
2,817
-936
| -25% | -$79.1K | 0.03% | 196 |
|
|
2016
Q2 | $315K | Hold |
3,753
| – | – | 0.09% | 86 |
|
|
2016
Q1 | $300K | Hold |
3,753
| – | – | 0.11% | 79 |
|
|
2015
Q4 | $276K | Sell |
3,753
-2,047
| -35% | -$151K | 0.11% | 86 |
|
|
2015
Q3 | $419K | Sell |
5,800
-5,360
| -48% | -$387K | 0.18% | 56 |
|
|
2015
Q2 | $851K | Sell |
11,160
-684
| -6% | -$52.2K | 0.32% | 36 |
|
|
2015
Q1 | $926K | Hold |
11,844
| – | – | 0.36% | 34 |
|
|
2014
Q4 | $933K | Sell |
11,844
-662
| -5% | -$52.1K | 0.38% | 34 |
|
|
2014
Q3 | $937K | Sell |
12,506
-1,320
| -10% | -$98.9K | 0.43% | 33 |
|
|
2014
Q2 | $1.06M | Sell |
13,826
-2,364
| -15% | -$181K | 0.51% | 30 |
|
|
2014
Q1 | $1.19M | Buy |
+16,190
| New | +$1.19M | 0.63% | 26 |
|