PJB
Paul John Balson’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.1M | Buy |
19,855
+142
| +0.7% | +$15K | 0.43% | 18 |
|
|
2020
Q3 | $1.82M | Sell |
19,713
-1,903
| -9% | -$176K | 0.45% | 15 |
|
|
2020
Q2 | $1.97M | Buy |
21,616
+109
| +0.5% | +$9.94K | 0.74% | 14 |
|
|
2020
Q1 | $1.72M | Buy |
+21,507
| New | +$1.72M | 0.92% | 12 |
|