SJIM
St. Johns Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-36,496
| Closed | -$2.88M | – | 152 |
|
2014
Q4 | $2.88M | Sell |
36,496
-468
| -1% | -$36.9K | 2.49% | 8 |
|
2014
Q3 | $2.77M | Sell |
36,964
-50
| -0.1% | -$3.75K | 2.44% | 8 |
|
2014
Q2 | $2.84M | Buy |
37,014
+125
| +0.3% | +$9.57K | 2.44% | 7 |
|
2014
Q1 | $2.71M | Buy |
+36,889
| New | +$2.71M | 2.44% | 7 |
|