Nachman Norwood & Parrott’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
Q2
$3.54M Buy
28,911
+614
+2% +$75.1K 0.36% 54
2021
Q1
$3.34M Buy
28,297
+11
+0% +$1.3K 0.37% 55
2020
Q4
$3M Buy
28,286
+26
+0.1% +$2.75K 0.35% 57
2020
Q3
$2.61M Buy
28,260
+212
+0.8% +$19.6K 0.35% 61
2020
Q2
$2.56M Buy
28,048
+1,536
+6% +$140K 0.42% 55
2020
Q1
$2.12M Buy
26,512
+1,591
+6% +$127K 0.43% 54
2019
Q4
$2.68M Hold
24,921
0.44% 47
2019
Q3
$2.56M Hold
24,921
0.46% 48
2019
Q2
$2.51M Sell
24,921
-3,173
-11% -$320K 0.45% 48
2019
Q1
$2.79M Buy
28,094
+46
+0.2% +$4.57K 0.52% 42
2018
Q4
$2.51M Buy
+28,048
New +$2.51M 0.52% 40