Bison Wealth’s State Street 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
Q4
$360K Buy
2024
Q3
$387K Buy
2022
Q3
Sell
2022
Q2
$56K Hold
2022
Q1
$61K Buy
2021
Q4
$61K Sell
2021
Q3
$293K Buy
2021
Q2
$305K Buy
2021
Q1
$55K Buy
2020
Q4
$50K Buy
2020
Q3
$43K Buy
2020
Q2
$43K Sell
2020
Q1
$337K Buy
2019
Q4
$375K Sell
2019
Q3
$393K Buy
2019
Q2
$356K Buy
2019
Q1
$237K Buy