Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $114K | Sell |
1,234
-51
| -4% | -$4.71K | 0.04% | 178 |
|
|
2020
Q2 | $117K | Sell |
1,285
-1,221
| -49% | -$111K | 0.04% | 172 |
|
|
2020
Q1 | $200K | Buy |
2,506
+858
| +52% | +$68.5K | 0.09% | 109 |
|
|
2019
Q4 | $177K | Buy |
1,648
+7
| +0.4% | +$752 | 0.07% | 136 |
|
|
2019
Q3 | $168K | Buy |
1,641
+7
| +0.4% | +$717 | 0.08% | 119 |
|
|
2019
Q2 | $165K | Sell |
1,634
-33
| -2% | -$3.33K | 0.08% | 126 |
|
|
2019
Q1 | $166K | Sell |
1,667
-67
| -4% | -$6.67K | 0.08% | 131 |
|
|
2018
Q4 | $155K | Buy |
1,734
+7
| +0.4% | +$626 | 0.08% | 123 |
|
|
2018
Q3 | $169K | Sell |
1,727
-446
| -21% | -$43.6K | 0.09% | 120 |
|
|
2018
Q2 | $201K | Buy |
2,173
+945
| +77% | +$87.4K | 0.1% | 104 |
|
|
2018
Q1 | $112K | Hold |
1,228
| – | – | 0.06% | 157 |
|
|
2017
Q4 | $116K | Hold |
1,228
| – | – | 0.06% | 149 |
|
|
2017
Q3 | $112K | Sell |
1,228
-458
| -27% | -$41.8K | 0.06% | 151 |
|
|
2017
Q2 | $150K | Buy |
+1,686
| New | +$150K | 0.08% | 107 |
|