Atlas Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $636K | Buy |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $965K | Buy |
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|
2023
Q2 | $937K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $506K | Buy |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $423K | Sell |
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|
2020
Q2 | $434K | Buy |
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