RDM
Retirement Design & Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-22,260
| Closed | -$1.87M | – | 51 |
|
|
2016
Q2 | $1.87M | Sell |
22,260
-271
| -1% | -$22.7K | 1.17% | 19 |
|
|
2016
Q1 | $1.8M | Sell |
22,531
-1,358
| -6% | -$109K | 1.29% | 20 |
|
|
2015
Q4 | $1.76M | Buy |
23,889
+866
| +4% | +$63.7K | 0.98% | 26 |
|
|
2015
Q3 | $1.66M | Buy |
23,023
+115
| +0.5% | +$8.3K | 1.72% | 18 |
|
|
2015
Q2 | $1.75M | Sell |
22,908
-147
| -0.6% | -$11.2K | 1.5% | 19 |
|
|
2015
Q1 | $1.81M | Buy |
23,055
+68
| +0.3% | +$5.33K | 1.57% | 20 |
|
|
2014
Q4 | $1.81M | Buy |
+22,987
| New | +$1.81M | 1.37% | 22 |
|