WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-5,141
| Closed | -$394K | – | 138 |
|
|
2014
Q2 | $394K | Hold |
5,141
| – | – | 0.45% | 81 |
|
|
2014
Q1 | $378K | Sell |
5,141
-20,606
| -80% | -$1.52M | 0.33% | 99 |
|
|
2013
Q4 | $1.87M | Buy |
25,747
+285
| +1% | +$20.7K | 1.56% | 14 |
|
|
2013
Q3 | $1.76M | Sell |
25,462
-8,965
| -26% | -$618K | 2.05% | 5 |
|
|
2013
Q2 | $2.28M | Buy |
+34,427
| New | +$2.28M | 3.47% | 1 |
|