Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,362
| Closed | -$397K | – | 68 |
|
|
2021
Q1 | $397K | Sell |
3,362
-1,083
| -24% | -$128K | 0.24% | 48 |
|
|
2020
Q4 | $471K | Buy |
4,445
+144
| +3% | +$15.3K | 0.31% | 43 |
|
|
2020
Q3 | $398K | Sell |
4,301
-633
| -13% | -$58.6K | 0.31% | 42 |
|
|
2020
Q2 | $450K | Sell |
4,934
-13
| -0.3% | -$1.19K | 0.37% | 37 |
|
|
2020
Q1 | $395K | Sell |
4,947
-327
| -6% | -$26.1K | 0.42% | 41 |
|
|
2019
Q4 | $567K | Buy |
+5,274
| New | +$567K | 0.46% | 44 |
|