Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $14K | Sell |
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|
2020
Q2 | $160K | Hold |
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|
2020
Q1 | $140K | Sell |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | $139K | Hold |
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|
2018
Q3 | $152K | Hold |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $142K | Hold |
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|
2017
Q4 | $147K | Hold |
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|
2017
Q3 | $142K | Hold |
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|
2017
Q2 | $138K | Hold |
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|
2017
Q1 | $137K | Hold |
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|
2016
Q4 | $133K | Hold |
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|
2016
Q3 | $131K | Hold |
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|
2016
Q2 | $130K | Sell |
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|
2016
Q1 | $284K | Buy |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $12K | Hold |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $12K | Buy |
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