NewFocus Financial Group’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
2015
Q4
$1.22M Sell
2015
Q3
$1.26M Sell
2015
Q2
$1.4M Sell
2015
Q1
$1.47M Sell
2014
Q4
$1.6M Sell
2014
Q3
$1.56M Sell
2014
Q2
$3.28M Sell
2014
Q1
$3.5M Sell
2013
Q4
$3.6M Buy