Simply Money Advisors’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 | $6.66M | Sell |
73,008
-3,991
| -5% | -$364K | 0.94% | 20 |
|
|
2017
Q4 | $7.28M | Sell |
76,999
-6,451
| -8% | -$610K | 0.94% | 21 |
|
|
2017
Q3 | $7.62M | Sell |
83,450
-12,123
| -13% | -$1.11M | 1.01% | 20 |
|
|
2017
Q2 | $8.5M | Sell |
95,573
-11,552
| -11% | -$1.03M | 1.16% | 21 |
|
|
2017
Q1 | $9.44M | Sell |
107,125
-6,194
| -5% | -$546K | 1.32% | 19 |
|
|
2016
Q4 | $9.7M | Buy |
113,319
+35,208
| +45% | +$3.01M | 1.4% | 18 |
|
|
2016
Q3 | $6.59M | Buy |
78,111
+46,708
| +149% | +$3.94M | 1.01% | 17 |
|
|
2016
Q2 | $2.64M | Buy |
31,403
+20,095
| +178% | +$1.69M | 0.41% | 19 |
|
|
2016
Q1 | $904K | Sell |
11,308
-1,813
| -14% | -$145K | 0.14% | 21 |
|
|
2015
Q4 | $965K | Buy |
13,121
+2,090
| +19% | +$154K | 0.15% | 21 |
|
|
2015
Q3 | $796K | Buy |
11,031
+4,592
| +71% | +$331K | 0.12% | 20 |
|
|
2015
Q2 | $491K | Buy |
6,439
+1,134
| +21% | +$86.5K | 0.07% | 19 |
|
|
2015
Q1 | $415K | Buy |
+5,305
| New | +$415K | 0.06% | 21 |
|
|
2013
Q4 | – | Sell |
-132
| Closed | -$9K | – | 133 |
|
|
2013
Q3 | $9K | Sell |
132
-6,225
| -98% | -$424K | ﹤0.01% | 65 |
|
|
2013
Q2 | $421K | Buy |
+6,357
| New | +$421K | 0.08% | 22 |
|