Merriman Wealth Management’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
Q4 | – | Sell |
-2,807
| Closed | -$259K | – | 206 |
|
|
2020
Q3 | $259K | Buy |
+2,807
| New | +$259K | 0.04% | 143 |
|
|
2020
Q1 | – | Sell |
-2,392
| Closed | -$257K | – | 194 |
|
|
2019
Q4 | $257K | Buy |
2,392
+137
| +6% | +$14.7K | 0.05% | 156 |
|
|
2019
Q3 | $231K | Sell |
2,255
-13
| -0.6% | -$1.33K | 0.05% | 156 |
|
|
2019
Q2 | $2.3K | Hold |
2,268
| – | – | 0.04% | 164 |
|
|
2019
Q1 | $225K | Hold |
2,268
| – | – | 0.04% | 183 |
|
|
2018
Q4 | $204K | Buy |
2,268
+140
| +7% | +$12.6K | 0.04% | 150 |
|
|
2018
Q3 | $208K | Sell |
2,128
-163
| -7% | -$15.9K | 0.04% | 166 |
|
|
2018
Q2 | $212K | Buy |
+2,291
| New | +$212K | 0.05% | 157 |
|