BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $124K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $143K | Hold |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $131K | Hold |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $120K | Hold |
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|
2019
Q3 | $114K | Hold |
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|
2019
Q2 | $112K | Hold |
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|
2019
Q1 | $111K | Hold |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $109K | Sell |
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|
2018
Q2 | $105K | Buy |
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