KJWM
Kiley Juergens Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,305
| Closed | -$519K | – | 535 |
|
|
2018
Q3 | $519K | Hold |
5,305
| – | – | 0.39% | 54 |
|
|
2018
Q2 | $491K | Buy |
5,305
+305
| +6% | +$28.2K | 0.44% | 48 |
|
|
2018
Q1 | $456K | Hold |
5,000
| – | – | 0.49% | 48 |
|
|
2017
Q4 | $472K | Buy |
+5,000
| New | +$472K | 0.42% | 45 |
|