tru Independence’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-342
| Closed | -$42K | – | 312 |
|
2021
Q2 | $42K | Buy |
+342
| New | +$42K | 0.01% | 230 |
|
2021
Q1 | – | Sell |
-417,793
| Closed | -$21.4K | – | 638 |
|
2020
Q4 | $21.4K | Buy |
417,793
+417,322
| +88,603% | +$21.4K | 0.04% | 177 |
|
2020
Q3 | $44K | Buy |
+471
| New | +$44K | 0.01% | 220 |
|
2020
Q1 | – | Sell |
-2,523
| Closed | -$202K | – | 883 |
|
2019
Q4 | $202K | Buy |
+2,523
| New | +$202K | 0.03% | 243 |
|