SMFS
Squar Milner Financial Services’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,543
| Closed | -$779K | – | 157 |
|
|
2020
Q2 | $779K | Sell |
8,543
-3,490
| -29% | -$318K | 0.44% | 61 |
|
|
2020
Q1 | $960K | Sell |
12,033
-12,970
| -52% | -$1.03M | 0.58% | 26 |
|
|
2019
Q4 | $2.69M | Buy |
25,003
+16,460
| +193% | +$1.77M | 1.34% | 10 |
|
|
2019
Q3 | $789K | Sell |
8,543
-6,830
| -44% | -$631K | 0.4% | 68 |
|
|
2019
Q2 | $1.55M | Buy |
15,373
+50
| +0.3% | +$5.05K | 1.05% | 13 |
|
|
2019
Q1 | $1.52M | Sell |
15,323
-1,985
| -11% | -$197K | 1.12% | 14 |
|
|
2018
Q4 | $1.55M | Buy |
17,308
+2,043
| +13% | +$183K | 1.49% | 9 |
|
|
2018
Q3 | $1.5M | Sell |
15,265
-740
| -5% | -$72.5K | 1.35% | 10 |
|
|
2018
Q2 | $1.48M | Hold |
16,005
| – | – | 1.31% | 9 |
|
|
2018
Q1 | $1.46M | Hold |
16,005
| – | – | 1.84% | 8 |
|
|
2017
Q4 | $1.56M | Buy |
+16,005
| New | +$1.56M | 1.89% | 7 |
|