MHIM
MacNealy Hoover Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $226K | Hold |
2,200
| – | – | 0.18% | 65 |
|
|
2019
Q2 | $222K | Sell |
2,200
-150
| -6% | -$15.1K | 0.17% | 70 |
|
|
2019
Q1 | $234K | Hold |
2,350
| – | – | 0.18% | 70 |
|
|
2018
Q4 | $210K | Hold |
2,350
| – | – | 0.18% | 68 |
|
|
2018
Q3 | $230K | Hold |
2,350
| – | – | 0.17% | 68 |
|
|
2018
Q2 | $218K | Sell |
2,350
-100
| -4% | -$9.28K | 0.17% | 70 |
|
|
2018
Q1 | $223K | Hold |
2,450
| – | – | 0.18% | 67 |
|
|
2017
Q4 | $231K | Buy |
+2,450
| New | +$231K | 0.17% | 73 |
|
|
2017
Q2 | – | Sell |
-2,300
| Closed | -$203K | – | 77 |
|
|
2017
Q1 | $203K | Sell |
2,300
-650
| -22% | -$57.4K | 0.15% | 77 |
|
|
2016
Q4 | $252K | Sell |
2,950
-5,450
| -65% | -$466K | 0.19% | 73 |
|
|
2016
Q3 | $709K | Sell |
8,400
-100
| -1% | -$8.44K | 0.57% | 55 |
|
|
2016
Q2 | $713K | Hold |
8,500
| – | – | 0.57% | 56 |
|
|
2016
Q1 | $679K | Sell |
8,500
-125
| -1% | -$9.99K | 0.55% | 57 |
|
|
2015
Q4 | $635K | Hold |
8,625
| – | – | 0.53% | 58 |
|
|
2015
Q3 | $622K | Sell |
8,625
-425
| -5% | -$30.6K | 0.56% | 57 |
|
|
2015
Q2 | $690K | Hold |
9,050
| – | – | 0.57% | 57 |
|
|
2015
Q1 | $708K | Hold |
9,050
| – | – | 0.61% | 57 |
|
|
2014
Q4 | $713K | Sell |
9,050
-600
| -6% | -$47.3K | 0.61% | 58 |
|
|
2014
Q3 | $723K | Hold |
9,650
| – | – | 0.63% | 58 |
|
|
2014
Q2 | $739K | Sell |
9,650
-300
| -3% | -$23K | 0.65% | 53 |
|
|
2014
Q1 | $732K | Buy |
9,950
+125
| +1% | +$9.2K | 0.66% | 52 |
|
|
2013
Q4 | $713K | Buy |
+9,825
| New | +$713K | 0.66% | 52 |
|