SFS
Summit Financial Strategies’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,731
| Closed | -$724K | – | 68 |
|
|
2019
Q4 | $724K | Hold |
6,731
| – | – | 0.35% | 21 |
|
|
2019
Q3 | $691K | Sell |
6,731
-77
| -1% | -$7.91K | 0.33% | 21 |
|
|
2019
Q2 | $687K | Buy |
+6,808
| New | +$687K | 0.33% | 21 |
|
|
2019
Q1 | – | Sell |
-6,731
| Closed | -$603K | – | 63 |
|
|
2018
Q4 | $603K | Buy |
+6,731
| New | +$603K | 0.34% | 24 |
|