Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,479
| Closed | -$220K | – | 48 |
|
|
2017
Q2 | $220K | Sell |
2,479
-104
| -4% | -$9.23K | 0.09% | 44 |
|
|
2017
Q1 | $228K | Buy |
2,583
+70
| +3% | +$6.18K | 0.09% | 43 |
|
|
2016
Q4 | $215K | Hold |
2,513
| – | – | 0.09% | 36 |
|
|
2016
Q3 | $212K | Sell |
2,513
-502
| -17% | -$42.3K | 0.09% | 28 |
|
|
2016
Q2 | $253K | Buy |
+3,015
| New | +$253K | 0.11% | 27 |
|
|
2015
Q4 | $229K | Buy |
+3,115
| New | +$229K | 0.1% | 28 |
|