LBA Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $58K | Sell |
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|
2016
Q3 | $160K | Sell |
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|
2016
Q2 | $201K | Sell |
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|
2016
Q1 | $341K | Buy |
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|
2015
Q4 | $50K | Hold |
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|
2015
Q3 | $49K | Hold |
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|
2015
Q2 | $51K | Sell |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $59K | Hold |
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|
2014
Q3 | $56K | Hold |
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|
2014
Q2 | $57K | Hold |
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|
2014
Q1 | $55K | Sell |
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|
2013
Q4 | $73K | Buy |
|