SA
Silversage Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,568
| Closed | -$378K | – | 3 |
|
|
2020
Q4 | $378K | Sell |
3,568
-58,527
| -94% | -$6.2M | 28.72% | 2 |
|
|
2020
Q3 | $5.74M | Sell |
62,095
-88,433
| -59% | -$8.17M | 20.68% | 2 |
|
|
2020
Q2 | $16.3M | Sell |
150,528
-6,973
| -4% | -$754K | 16.89% | 2 |
|
|
2020
Q1 | $12.6M | Buy |
157,501
+6,536
| +4% | +$522K | 18.38% | 2 |
|
|
2019
Q4 | $16.2M | Buy |
+150,965
| New | +$16.2M | 17.16% | 2 |
|