Regal Wealth Group’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
Q2 | – | Sell |
-16
| Closed | -$2K | – | 207 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 219 |
|
|
2020
Q4 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 194 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 206 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 199 |
|
|
2020
Q1 | $1K | Sell |
15
-1,018
| -99% | -$67.9K | ﹤0.01% | 173 |
|
|
2019
Q4 | $111K | Buy |
+1,033
| New | +$111K | 0.07% | 58 |
|