TRUE Private Wealth Advisors’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
Q1 | – | Sell |
-30
| Closed | -$3K | – | 612 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 634 |
|
|
2020
Q2 | $2K | Sell |
30
-21,708
| -100% | -$1.45M | ﹤0.01% | 628 |
|
|
2020
Q1 | $1.74M | Sell |
21,738
-4,203
| -16% | -$336K | 0.37% | 49 |
|
|
2019
Q4 | $2.79M | Buy |
25,941
+4,274
| +20% | +$460K | 0.43% | 33 |
|
|
2019
Q3 | $2.22M | Buy |
21,667
+4,160
| +24% | +$427K | 0.38% | 38 |
|
|
2019
Q2 | $1.77M | Buy |
17,507
+3,394
| +24% | +$342K | 0.3% | 48 |
|
|
2019
Q1 | $1.4M | Buy |
14,113
+5,001
| +55% | +$497K | 0.27% | 64 |
|
|
2018
Q4 | $815K | Buy |
+9,112
| New | +$815K | 0.14% | 101 |
|