Sunflower Bank Wealth Management’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
Q3 | $1.77M | Sell |
19,110
-4,810
| -20% | -$445K | 0.59% | 28 |
|
|
2020
Q2 | $2.18M | Sell |
23,920
-305
| -1% | -$27.8K | 0.73% | 21 |
|
|
2020
Q1 | $1.94M | Sell |
24,225
-1,219
| -5% | -$97.4K | 0.74% | 22 |
|
|
2019
Q4 | $2.74M | Sell |
25,444
-1,060
| -4% | -$114K | 0.84% | 22 |
|
|
2019
Q3 | $2.72M | Sell |
26,504
-670
| -2% | -$68.7K | 0.87% | 23 |
|
|
2019
Q2 | $2.74M | Sell |
27,174
-750
| -3% | -$75.7K | 0.88% | 23 |
|
|
2019
Q1 | $2.78M | Sell |
27,924
-1,480
| -5% | -$147K | 0.84% | 25 |
|
|
2018
Q4 | $2.63M | Buy |
29,404
+1,145
| +4% | +$102K | 0.84% | 25 |
|
|
2018
Q3 | $2.77M | Sell |
28,259
-530
| -2% | -$51.9K | 0.78% | 26 |
|
|
2018
Q2 | $2.67M | Buy |
28,789
+155
| +0.5% | +$14.4K | 0.78% | 26 |
|
|
2018
Q1 | $2.61M | Buy |
28,634
+890
| +3% | +$81.2K | 0.72% | 27 |
|
|
2017
Q4 | $2.62M | Buy |
+27,744
| New | +$2.62M | 0.71% | 25 |
|