Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-554
| Closed | -$54K | – | 639 |
|
|
2018
Q3 | $54K | Hold |
554
| – | – | 0.02% | 154 |
|
|
2018
Q2 | $51K | Hold |
554
| – | – | 0.02% | 152 |
|
|
2018
Q1 | $51K | Hold |
554
| – | – | 0.02% | 159 |
|
|
2017
Q4 | $52K | Buy |
+554
| New | +$52K | 0.02% | 164 |
|
|
2015
Q4 | – | Sell |
-280
| Closed | -$20K | – | 577 |
|
|
2015
Q3 | $20K | Sell |
280
-282
| -50% | -$20.1K | 0.02% | 154 |
|
|
2015
Q2 | $43K | Buy |
562
+282
| +101% | +$21.6K | 0.04% | 107 |
|
|
2015
Q1 | $22K | Buy |
+280
| New | +$22K | 0.02% | 151 |
|