MA Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,986
| Closed | -$214K | – | 87 |
|
|
2019
Q4 | $214K | Sell |
1,986
-13
| -0.7% | -$1.4K | 0.07% | 72 |
|
|
2019
Q3 | $205K | Sell |
1,999
-21
| -1% | -$2.15K | 0.06% | 82 |
|
|
2019
Q2 | $204K | Buy |
2,020
+10
| +0.5% | +$1.01K | 0.06% | 86 |
|
|
2019
Q1 | $200K | Sell |
2,010
-1,161
| -37% | -$116K | 0.06% | 91 |
|
|
2018
Q4 | $284K | Buy |
+3,171
| New | +$284K | 0.11% | 81 |
|