Kings Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $53K | Hold |
410
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $53K | Hold |
410
| – | – | ﹤0.01% | 365 |
|
|
2021
Q3 | $48K | Hold |
410
| – | – | ﹤0.01% | 355 |
|
|
2021
Q2 | $50K | Sell |
410
-781
| -66% | -$95.2K | ﹤0.01% | 336 |
|
|
2021
Q1 | $141K | Buy |
1,191
+781
| +190% | +$92.5K | 0.01% | 221 |
|
|
2020
Q4 | $43K | Hold |
410
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $38K | Hold |
410
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $37K | Hold |
410
| – | – | 0.01% | 305 |
|
|
2020
Q1 | $33K | Hold |
410
| – | – | 0.01% | 309 |
|
|
2019
Q4 | $44K | Buy |
+410
| New | +$44K | 0.01% | 325 |
|