KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $925K | Buy |
12,343
+1,031
| +9% | +$77.3K | 0.13% | 170 |
|
|
2014
Q2 | $866K | Buy |
11,312
+75
| +0.7% | +$5.74K | 0.12% | 174 |
|
|
2014
Q1 | $827K | Sell |
11,237
-3,194
| -22% | -$235K | 0.13% | 179 |
|
|
2013
Q4 | $1.05M | Buy |
14,431
+3,775
| +35% | +$274K | 0.18% | 133 |
|
|
2013
Q3 | $735K | Buy |
10,656
+2,745
| +35% | +$189K | 0.18% | 140 |
|
|
2013
Q2 | $525K | Buy |
+7,911
| New | +$525K | 0.15% | 171 |
|