Balasa Dinverno & Foltz’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Balasa Dinverno & Foltz’s Portfolio SDY Stock Details SDY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$371K	Sell
2022 Q2	$400K	Hold
2022 Q1	$431K	Hold
2021 Q4	$435K	Hold
2021 Q3	$396K	Hold
2021 Q2	$412K	Hold
2021 Q1	$397K	Sell
2020 Q4	$361K	Hold
2020 Q3	$315K	Hold
2020 Q2	$311K	Hold
2020 Q1	$272K	Sell
2019 Q4	$429K	Buy
2019 Q3	$350K	Hold
2019 Q2	$344K	Hold
2019 Q1	$339K	Hold
2018 Q4	$305K	Hold
2018 Q3	$334K	Hold
2018 Q2	$316K	Hold
2018 Q1	$311K	Hold
2017 Q4	$322K	Hold
2017 Q3	$311K	Hold
2017 Q2	$303K	Sell
2017 Q1	$307K	Hold
2016 Q4	$298K	Hold
2016 Q3	$294K	Hold
2016 Q2	$293K	Hold
2016 Q1	$279K	Sell
2015 Q4	$384K	Hold
2015 Q3	$377K	Hold
2015 Q2	$398K	Hold
2015 Q1	$409K	Hold
2014 Q4	$412K	Buy
2014 Q3	$269K	Sell
2014 Q2	$276K	Buy