Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $394K | Hold |
4,396
| – | – | 0.06% | 74 |
|
|
2018
Q3 | $431K | Hold |
4,396
| – | – | 0.05% | 76 |
|
|
2018
Q2 | $408K | Hold |
4,396
| – | – | 0.06% | 73 |
|
|
2018
Q1 | $401K | Hold |
4,396
| – | – | 0.06% | 79 |
|
|
2017
Q4 | $415K | Buy |
4,396
+450
| +11% | +$42.5K | 0.06% | 81 |
|
|
2017
Q3 | $360K | Sell |
3,946
-3,106
| -44% | -$283K | 0.06% | 73 |
|
|
2017
Q2 | $627K | Buy |
+7,052
| New | +$627K | 0.11% | 72 |
|