Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,066
| Closed | -$130K | – | 471 |
|
|
2021
Q2 | $130K | Buy |
+1,066
| New | +$130K | 0.05% | 167 |
|
|
2019
Q2 | – | Sell |
-1,037
| Closed | -$103K | – | 388 |
|
|
2019
Q1 | $103K | Hold |
1,037
| – | – | 0.07% | 133 |
|
|
2018
Q4 | $92K | Hold |
1,037
| – | – | 0.06% | 136 |
|
|
2018
Q3 | $101K | Hold |
1,037
| – | – | 0.06% | 138 |
|
|
2018
Q2 | $98K | Hold |
1,037
| – | – | 0.07% | 143 |
|
|
2018
Q1 | $94K | Hold |
1,037
| – | – | 0.07% | 139 |
|
|
2017
Q4 | $98K | Buy |
+1,037
| New | +$98K | 0.07% | 139 |
|