Capital Directions Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $672K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $688K | Hold |
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|
2021
Q4 | $693K | Hold |
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|
2021
Q3 | $631K | Hold |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $656K | Sell |
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|
2020
Q3 | $657K | Hold |
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|
2020
Q2 | $649K | Hold |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $769K | Hold |
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|
2019
Q3 | $734K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $635K | Buy |
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|
2018
Q4 | $572K | Hold |
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|
2018
Q3 | $625K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $188K | Hold |
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|
2017
Q4 | $195K | Buy |
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|
2017
Q3 | $183K | Hold |
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|
2017
Q2 | $178K | Buy |
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