Professional Planning’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 | $264K | Sell |
2,254
-469
| -17% | -$54.9K | 0.13% | 110 |
|
|
2021
Q2 | $332K | Buy |
2,723
+402
| +17% | +$49K | 0.15% | 97 |
|
|
2021
Q1 | $273K | Buy |
2,321
+44
| +2% | +$5.18K | 0.13% | 100 |
|
|
2020
Q4 | $241K | Buy |
+2,277
| New | +$241K | 0.1% | 122 |
|
|
2020
Q3 | – | Sell |
-4,230
| Closed | -$386K | – | 90 |
|
|
2020
Q2 | $386K | Buy |
+4,230
| New | +$386K | 0.21% | 80 |
|