PPSG
Princeton Portfolio Strategies Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,056
| Closed | -$932K | – | 161 |
|
|
2018
Q2 | $932K | Buy |
10,056
+785
| +8% | +$72.8K | 0.27% | 86 |
|
|
2018
Q1 | $846K | Buy |
9,271
+883
| +11% | +$80.6K | 0.24% | 96 |
|
|
2017
Q4 | $792K | Buy |
8,388
+5,217
| +165% | +$493K | 0.22% | 104 |
|
|
2017
Q3 | $290K | Buy |
+3,171
| New | +$290K | 0.08% | 146 |
|
|
2017
Q2 | – | Sell |
-3,893
| Closed | -$343K | – | 180 |
|
|
2017
Q1 | $343K | Buy |
+3,893
| New | +$343K | 0.1% | 131 |
|