Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-585
| Closed | -$55K | – | 228 |
|
|
2017
Q4 | $55K | Buy |
+585
| New | +$55K | 0.01% | 80 |
|
|
2015
Q4 | – | Sell |
-907
| Closed | -$65K | – | 252 |
|
|
2015
Q3 | $65K | Hold |
907
| – | – | 0.01% | 81 |
|
|
2015
Q2 | $69K | Sell |
907
-1,273
| -58% | -$96.8K | 0.01% | 86 |
|
|
2015
Q1 | $170K | Buy |
2,180
+1,273
| +140% | +$99.3K | 0.02% | 107 |
|
|
2014
Q4 | $71K | Hold |
907
| – | – | 0.01% | 71 |
|
|
2014
Q3 | $68K | Hold |
907
| – | – | 0.01% | 73 |
|
|
2014
Q2 | $69K | Hold |
907
| – | – | 0.01% | 71 |
|
|
2014
Q1 | $67K | Hold |
907
| – | – | 0.01% | 69 |
|
|
2013
Q4 | $66K | Hold |
907
| – | – | 0.01% | 40 |
|
|
2013
Q3 | $63K | Hold |
907
| – | – | 0.01% | 37 |
|
|
2013
Q2 | $60K | Buy |
+907
| New | +$60K | 0.01% | 36 |
|