Vontobel Holding’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
Q4 | – | Sell |
-310
| Closed | -$37K | – | 1192 |
|
|
2021
Q3 | $37K | Buy |
310
+110
| +55% | +$13.1K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $24K | Sell |
200
-300
| -60% | -$36K | ﹤0.01% | 1121 |
|
|
2021
Q1 | $59K | Hold |
500
| – | – | ﹤0.01% | 968 |
|
|
2020
Q4 | $53K | Buy |
+500
| New | +$53K | ﹤0.01% | 897 |
|