Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $194K | Sell |
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|
2020
Q3 | $190K | Sell |
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|
2020
Q2 | $189K | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $296K | Buy |
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