Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.98M | Sell |
59,371
-252
| -0.4% | -$29.6K | 0.47% | 37 |
|
|
2021
Q2 | $7.29M | Sell |
59,623
-904
| -1% | -$111K | 0.49% | 35 |
|
|
2021
Q1 | $7.14M | Buy |
60,527
+2,808
| +5% | +$331K | 0.52% | 38 |
|
|
2020
Q4 | $6.11M | Buy |
57,719
+997
| +2% | +$106K | 0.47% | 40 |
|
|
2020
Q3 | $5.77M | Sell |
56,722
-571
| -1% | -$58.1K | 0.5% | 34 |
|
|
2020
Q2 | $5.23M | Sell |
57,293
-3,589
| -6% | -$327K | 0.5% | 36 |
|
|
2020
Q1 | $4.86M | Sell |
60,882
-1,926
| -3% | -$154K | 0.56% | 35 |
|
|
2019
Q4 | $6.76M | Buy |
62,808
+976
| +2% | +$105K | 0.63% | 28 |
|
|
2019
Q3 | $6.34M | Sell |
61,832
-877
| -1% | -$90K | 0.68% | 24 |
|
|
2019
Q2 | $6.33M | Sell |
62,709
-2,556
| -4% | -$258K | 0.66% | 24 |
|
|
2019
Q1 | $6.49M | Sell |
65,265
-2,862
| -4% | -$285K | 0.71% | 22 |
|
|
2018
Q4 | $6.1M | Buy |
+68,127
| New | +$6.1M | 0.76% | 23 |
|