Kavar Capital Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-695
| Closed | -$70K | – | 390 |
|
|
2019
Q2 | $70K | Buy |
+695
| New | +$70K | 0.03% | 194 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$8K | – | 335 |
|
|
2018
Q2 | $8K | Hold |
85
| – | – | ﹤0.01% | 335 |
|
|
2018
Q1 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 338 |
|
|
2016
Q1 | – | Sell |
-85
| Closed | -$6K | – | 344 |
|
|
2015
Q4 | $6K | Sell |
85
-598
| -88% | -$42.2K | ﹤0.01% | 291 |
|
|
2015
Q3 | $49K | Sell |
683
-275
| -29% | -$19.7K | 0.03% | 172 |
|
|
2015
Q2 | $73K | Buy |
+958
| New | +$73K | 0.05% | 162 |
|
|
2014
Q2 | – | Sell |
-958
| Closed | -$70K | – | 384 |
|
|
2014
Q1 | $70K | Hold |
958
| – | – | 0.06% | 182 |
|
|
2013
Q4 | $69K | Buy |
+958
| New | +$69K | 0.06% | 174 |
|