Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,893
| Closed | -$231K | – | 99 |
|
|
2020
Q1 | $231K | Sell |
2,893
-489
| -14% | -$39K | 0.08% | 84 |
|
|
2019
Q4 | $364K | Hold |
3,382
| – | – | 0.1% | 89 |
|
|
2019
Q3 | $347K | Hold |
3,382
| – | – | 0.1% | 89 |
|
|
2019
Q2 | $341K | Hold |
3,382
| – | – | 0.11% | 91 |
|
|
2019
Q1 | $336K | Buy |
3,382
+2,336
| +223% | +$232K | 0.12% | 100 |
|
|
2018
Q4 | $94K | Buy |
+1,046
| New | +$94K | 0.04% | 114 |
|