Steel Grove Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $3.02M | Buy |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.88M | Buy |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.85M | Sell |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $969K | Sell |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $1.04M | Sell |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $966K | Sell |
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|
2015
Q2 | $1.84M | Buy |
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|
2015
Q1 | $1.88M | Buy |
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|
2014
Q3 | $2.01M | Sell |
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|
2014
Q2 | $3.02M | Buy |
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|
2014
Q1 | $2.59M | Buy |
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|
2013
Q4 | $1.52M | Buy |
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|
2013
Q3 | $1.32M | Buy |
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|
2013
Q2 | $1.24M | Buy |
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