Westwood Holdings Group’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
Q4 | – | Sell |
-2,490
| Closed | -$244K | – | 412 |
|
|
2018
Q3 | $244K | Hold |
2,490
| – | – | ﹤0.01% | 375 |
|
|
2018
Q2 | $231K | Sell |
2,490
-1,000
| -29% | -$92.8K | ﹤0.01% | 392 |
|
|
2018
Q1 | $318K | Hold |
3,490
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $330K | Sell |
3,490
-50
| -1% | -$4.73K | ﹤0.01% | 370 |
|
|
2017
Q3 | $323K | Buy |
+3,540
| New | +$323K | ﹤0.01% | 370 |
|