SFWA
Summit Financial Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,434
| Closed | -$222K | – | 151 |
|
|
2017
Q3 | $222K | Sell |
2,434
-130
| -5% | -$11.9K | 0.08% | 125 |
|
|
2017
Q2 | $228K | Sell |
2,564
-40
| -2% | -$3.56K | 0.09% | 132 |
|
|
2017
Q1 | $230K | Hold |
2,604
| – | – | 0.1% | 125 |
|
|
2016
Q4 | $223K | Sell |
2,604
-65
| -2% | -$5.57K | 0.1% | 129 |
|
|
2016
Q3 | $225K | Sell |
2,669
-195
| -7% | -$16.4K | 0.1% | 131 |
|
|
2016
Q2 | $240K | Sell |
2,864
-2,841
| -50% | -$238K | 0.1% | 124 |
|
|
2016
Q1 | $605K | Buy |
5,705
+489
| +9% | +$51.9K | 0.26% | 73 |
|
|
2015
Q4 | $530K | Buy |
+5,216
| New | +$530K | 0.24% | 80 |
|