Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $220K | Hold |
2,242
| – | – | 0.01% | 272 |
|
|
2018
Q2 | $208K | Hold |
2,242
| – | – | 0.01% | 285 |
|
|
2018
Q1 | $204K | Sell |
2,242
-304
| -12% | -$27.7K | 0.01% | 273 |
|
|
2017
Q4 | $241K | Buy |
2,546
+25
| +1% | +$2.37K | 0.01% | 250 |
|
|
2017
Q3 | $230K | Buy |
+2,521
| New | +$230K | 0.01% | 248 |
|
|
2016
Q1 | – | Sell |
-3,514
| Closed | -$259K | – | 247 |
|
|
2015
Q4 | $259K | Buy |
+3,514
| New | +$259K | 0.03% | 205 |
|