RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-125
| Closed | -$16K | – | 281 |
|
|
2022
Q1 | $16K | Hold |
125
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $16.1K | Hold |
125
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $14.7K | Hold |
125
| – | – | 0.01% | 250 |
|
|
2021
Q2 | $15.3K | Buy |
+125
| New | +$15.3K | 0.01% | 248 |
|
|
2020
Q4 | $13.2K | Hold |
125
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $11.6K | Hold |
125
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $11.4K | Buy |
+125
| New | +$11.4K | 0.01% | 268 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$28.3K | – | 282 |
|
|
2017
Q4 | $28.3K | Hold |
300
| – | – | 0.02% | 174 |
|
|
2017
Q3 | $27.4K | Hold |
300
| – | – | 0.02% | 189 |
|
|
2017
Q2 | $26.7K | Hold |
300
| – | – | 0.02% | 215 |
|
|
2017
Q1 | $26.4K | Hold |
300
| – | – | 0.02% | 193 |
|
|
2016
Q4 | $25.7K | Buy |
+300
| New | +$25.7K | 0.02% | 169 |
|