Whitener 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-130
| Closed | -$13K | – | 374 |
|
|
2019
Q3 | $13K | Hold |
130
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $13K | Hold |
130
| – | – | 0.01% | 322 |
|
|
2019
Q1 | $12K | Hold |
130
| – | – | 0.01% | 321 |
|
|
2018
Q4 | $11K | Hold |
130
| – | – | 0.01% | 311 |
|
|
2018
Q3 | $12K | Buy |
+130
| New | +$12K | 0.01% | 319 |
|
|
2018
Q2 | – | Sell |
-444
| Closed | -$40K | – | 348 |
|
|
2018
Q1 | $40K | Hold |
444
| – | – | 0.03% | 219 |
|
|
2017
Q4 | $41K | Buy |
+444
| New | +$41K | 0.04% | 205 |
|