Summit Wealth & Retirement Planning’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
Q1 | – | Sell |
-2,489
| Closed | -$268K | – | 126 |
|
|
2019
Q4 | $268K | Hold |
2,489
| – | – | 0.12% | 110 |
|
|
2019
Q3 | $255K | Hold |
2,489
| – | – | 0.15% | 107 |
|
|
2019
Q2 | $251K | Sell |
2,489
-965
| -28% | -$97.3K | 0.15% | 117 |
|
|
2019
Q1 | $343K | Hold |
3,454
| – | – | 0.2% | 101 |
|
|
2018
Q4 | $309K | Buy |
+3,454
| New | +$309K | 0.23% | 87 |
|