Northstar Wealth Partners’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
Q3 | $863K | Sell |
9,350
-405
| -4% | -$37.4K | 0.4% | 69 |
|
|
2020
Q2 | $889K | Buy |
9,755
+324
| +3% | +$29.5K | 0.37% | 72 |
|
|
2020
Q1 | $753K | Sell |
9,431
-40
| -0.4% | -$3.19K | 0.38% | 72 |
|
|
2019
Q4 | $1.02M | Sell |
9,471
-125
| -1% | -$13.4K | 0.42% | 75 |
|
|
2019
Q3 | $985K | Hold |
9,596
| – | – | 0.43% | 72 |
|
|
2019
Q2 | $968K | Buy |
9,596
+1,300
| +16% | +$131K | 0.43% | 68 |
|
|
2019
Q1 | $825K | Hold |
8,296
| – | – | 0.38% | 75 |
|
|
2018
Q4 | $743K | Buy |
8,296
+130
| +2% | +$11.6K | 0.39% | 73 |
|
|
2018
Q3 | $799K | Buy |
8,166
+40
| +0.5% | +$3.91K | 0.38% | 75 |
|
|
2018
Q2 | $753K | Hold |
8,126
| – | – | 0.38% | 83 |
|
|
2018
Q1 | $741K | Buy |
+8,126
| New | +$741K | 0.38% | 84 |
|