RPG
Resource Planning Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,813
| Closed | -$331K | – | 83 |
|
|
2021
Q3 | $331K | Hold |
2,813
| – | – | 0.21% | 59 |
|
|
2021
Q2 | $344K | Hold |
2,813
| – | – | 0.2% | 56 |
|
|
2021
Q1 | $332K | Hold |
2,813
| – | – | 0.22% | 54 |
|
|
2020
Q4 | $298K | Sell |
2,813
-500
| -15% | -$53K | 0.21% | 54 |
|
|
2020
Q3 | $306K | Buy |
+3,313
| New | +$306K | 0.23% | 51 |
|
|
2020
Q1 | – | Sell |
-2,249
| Closed | -$242K | – | 55 |
|
|
2019
Q4 | $242K | Buy |
2,249
+118
| +6% | +$12.7K | 0.14% | 57 |
|
|
2019
Q3 | $219K | Sell |
2,131
-50
| -2% | -$5.14K | 0.13% | 57 |
|
|
2019
Q2 | $220K | Buy |
2,181
+50
| +2% | +$5.04K | 0.13% | 58 |
|
|
2019
Q1 | $212K | Buy |
+2,131
| New | +$212K | 0.14% | 49 |
|