LWM
LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59K | Hold |
675
| – | – | 0.03% | 189 |
|
|
2016
Q4 | $58K | Sell |
675
-1,225
| -64% | -$105K | 0.03% | 180 |
|
|
2016
Q3 | $160K | Sell |
1,900
-500
| -21% | -$42.1K | 0.09% | 120 |
|
|
2016
Q2 | $201K | Sell |
2,400
-1,865
| -44% | -$156K | 0.11% | 106 |
|
|
2016
Q1 | $341K | Buy |
4,265
+3,590
| +532% | +$287K | 0.2% | 84 |
|
|
2015
Q4 | $50K | Hold |
675
| – | – | 0.03% | 207 |
|
|
2015
Q3 | $49K | Hold |
675
| – | – | 0.03% | 176 |
|
|
2015
Q2 | $51K | Sell |
675
-75
| -10% | -$5.67K | 0.03% | 164 |
|
|
2015
Q1 | $59K | Hold |
750
| – | – | 0.04% | 159 |
|
|
2014
Q4 | $59K | Hold |
750
| – | – | 0.04% | 160 |
|
|
2014
Q3 | $56K | Hold |
750
| – | – | 0.04% | 163 |
|
|
2014
Q2 | $57K | Hold |
750
| – | – | 0.05% | 156 |
|
|
2014
Q1 | $55K | Sell |
750
-251
| -25% | -$18.4K | 0.05% | 153 |
|
|
2013
Q4 | $73K | Buy |
+1,001
| New | +$73K | 0.06% | 144 |
|