WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $446K | Buy |
5,021
+883
| +21% | +$78.4K | 0.1% | 214 |
|
|
2017
Q1 | $365K | Sell |
4,138
-1,803
| -30% | -$159K | 0.1% | 223 |
|
|
2016
Q4 | $508K | Sell |
5,941
-5,006
| -46% | -$428K | 0.12% | 204 |
|
|
2016
Q3 | $923K | Buy |
10,947
+103
| +0.9% | +$8.68K | 0.23% | 107 |
|
|
2016
Q2 | $910K | Buy |
10,844
+462
| +4% | +$38.8K | 0.24% | 104 |
|
|
2016
Q1 | $830K | Buy |
10,382
+2,328
| +29% | +$186K | 0.24% | 102 |
|
|
2015
Q4 | $593K | Buy |
8,054
+358
| +5% | +$26.4K | 0.18% | 139 |
|
|
2015
Q3 | $555K | Buy |
7,696
+1,528
| +25% | +$110K | 0.17% | 137 |
|
|
2015
Q2 | $470K | Buy |
6,168
+783
| +15% | +$59.7K | 0.13% | 176 |
|
|
2015
Q1 | $421K | Sell |
5,385
-2,852
| -35% | -$223K | 0.12% | 198 |
|
|
2014
Q4 | $649K | Buy |
8,237
+515
| +7% | +$40.6K | 0.13% | 176 |
|
|
2014
Q3 | $579K | Buy |
7,722
+1,111
| +17% | +$83.3K | 0.11% | 222 |
|
|
2014
Q2 | $506K | Buy |
6,611
+535
| +9% | +$40.9K | 0.09% | 257 |
|
|
2014
Q1 | $447K | Sell |
6,076
-169
| -3% | -$12.4K | 0.09% | 263 |
|
|
2013
Q4 | $454K | Sell |
6,245
-502
| -7% | -$36.5K | 0.06% | 328 |
|
|
2013
Q3 | $465K | Buy |
6,747
+1,747
| +35% | +$120K | 0.07% | 293 |
|
|
2013
Q2 | $332K | Buy |
+5,000
| New | +$332K | 0.06% | 347 |
|