Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $688K | Hold |
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|
2022
Q3 | $613K | Hold |
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|
2022
Q2 | $653K | Hold |
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|
2022
Q1 | $705K | Hold |
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|
2021
Q4 | $710K | Hold |
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|
2021
Q3 | $647K | Hold |
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|
2021
Q2 | $673K | Hold |
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|
2021
Q1 | $649K | Hold |
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|
2020
Q4 | $583K | Hold |
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|
2020
Q3 | $530K | Hold |
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|
2020
Q2 | $531K | Hold |
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|
2020
Q1 | $481K | Sell |
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|
2019
Q4 | $668K | Buy |
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|
2019
Q3 | $645K | Buy |
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|
2019
Q2 | $619K | Buy |
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|
2019
Q1 | $628K | Buy |
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|
2018
Q4 | $611K | Sell |
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|
2018
Q3 | $651K | Buy |
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|
2018
Q2 | $625K | Buy |
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|
2018
Q1 | $614K | Sell |
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|
2017
Q4 | $641K | Buy |
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