Stearns Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $35K | Buy |
+384
| New | +$35K | 0.01% | 180 |
|
|
2020
Q2 | – | Sell |
-520
| Closed | -$42K | – | 215 |
|
|
2020
Q1 | $42K | Sell |
520
-30
| -5% | -$2.42K | 0.01% | 156 |
|
|
2019
Q4 | $59K | Sell |
550
-99
| -15% | -$10.6K | 0.01% | 155 |
|
|
2019
Q3 | $67K | Sell |
649
-250
| -28% | -$25.8K | 0.01% | 148 |
|
|
2019
Q2 | $91K | Buy |
899
+250
| +39% | +$25.3K | 0.02% | 140 |
|
|
2019
Q1 | $65K | Buy |
+649
| New | +$65K | 0.01% | 144 |
|
|
2018
Q4 | – | Sell |
-762
| Closed | -$75K | – | 184 |
|
|
2018
Q3 | $75K | Buy |
+762
| New | +$75K | 0.02% | 143 |
|