PWM
ParenteBeard Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $141K | Sell |
11,115
-101,391
| -90% | -$1.29M | 1.67% | 13 |
|
|
2014
Q3 | $8.43M | Sell |
112,506
-5,888
| -5% | -$441K | 3.53% | 8 |
|
|
2014
Q2 | $9.07M | Sell |
118,394
-1,065
| -0.9% | -$81.6K | 3.98% | 7 |
|
|
2014
Q1 | $8.79M | Sell |
119,459
-6,695
| -5% | -$493K | 4.36% | 5 |
|
|
2013
Q4 | $9.16M | Sell |
126,154
-5,497
| -4% | -$399K | 3.6% | 6 |
|
|
2013
Q3 | $9.08M | Sell |
131,651
-6,260
| -5% | -$432K | 4.43% | 4 |
|
|
2013
Q2 | $9.14M | Buy |
+137,911
| New | +$9.14M | 4.15% | 5 |
|