AJ Wealth Strategies’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.5M | Sell |
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|
2023
Q1 | $5.08M | Sell |
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|
2022
Q4 | $7.72M | Buy |
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|
2022
Q3 | $6.02M | Sell |
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|
2022
Q2 | $6.57M | Sell |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $20.2M | Buy |
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|
2021
Q3 | $14.8M | Buy |
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|
2021
Q2 | $5.8M | Buy |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $999K | Hold |
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|
2020
Q3 | $871K | Hold |
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|
2020
Q2 | $860K | Hold |
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|
2020
Q1 | $753K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $425K | Sell |
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|
2018
Q3 | $699K | Hold |
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|
2018
Q2 | $661K | Sell |
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|
2018
Q1 | $945K | Sell |
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|
2017
Q4 | $986K | Sell |
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|
2017
Q3 | $1.18M | Hold |
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|
2017
Q2 | $1.15M | Hold |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $2.79M | Buy |
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