Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-607
| Closed | -$60K | – | 401 |
|
|
2019
Q1 | $60K | Buy |
607
+282
| +87% | +$27.9K | 0.05% | 205 |
|
|
2018
Q4 | $29K | Hold |
325
| – | – | 0.02% | 246 |
|
|
2018
Q3 | $32K | Sell |
325
-200
| -38% | -$19.7K | 0.02% | 253 |
|
|
2018
Q2 | $49K | Hold |
525
| – | – | 0.04% | 216 |
|
|
2018
Q1 | $48K | Buy |
+525
| New | +$48K | 0.04% | 219 |
|