Rothschild & Co Wealth Management (UK)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,368
| Closed | -$224K | – | 41 |
|
|
2017
Q4 | $224K | Hold |
2,368
| – | – | 0.01% | 30 |
|
|
2017
Q3 | $216K | Sell |
2,368
-33
| -1% | -$3.01K | 0.01% | 33 |
|
|
2017
Q2 | $213K | Hold |
2,401
| – | – | 0.01% | 32 |
|
|
2017
Q1 | $212K | Sell |
2,401
-24
| -1% | -$2.12K | 0.01% | 37 |
|
|
2016
Q4 | $207K | Hold |
2,425
| – | – | 0.01% | 32 |
|
|
2016
Q3 | $205K | Hold |
2,425
| – | – | 0.01% | 32 |
|
|
2016
Q2 | $204K | Buy |
+2,425
| New | +$204K | 0.01% | 33 |
|