SEIA
Signature Estate & Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,455
| Closed | -$207K | – | 561 |
|
|
2024
Q3 | $207K | Buy |
+1,455
| New | +$207K | ﹤0.01% | 499 |
|
|
2020
Q1 | – | Sell |
-16,157
| Closed | -$1.74M | – | 156 |
|
|
2019
Q4 | $1.74M | Sell |
16,157
-764
| -5% | -$82.2K | 0.11% | 73 |
|
|
2019
Q3 | $1.74M | Buy |
16,921
+1,340
| +9% | +$137K | 0.12% | 71 |
|
|
2019
Q2 | $1.57M | Sell |
15,581
-1,264
| -8% | -$127K | 0.1% | 77 |
|
|
2019
Q1 | $1.68M | Buy |
16,845
+873
| +5% | +$86.8K | 0.11% | 76 |
|
|
2018
Q4 | $1.43M | Buy |
+15,972
| New | +$1.43M | 0.13% | 74 |
|
|
2018
Q2 | – | Sell |
-2,152
| Closed | -$196K | – | 165 |
|
|
2018
Q1 | $196K | Buy |
+2,152
| New | +$196K | 0.02% | 128 |
|