Cassady Schiller Wealth Management’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 | $63K | Hold |
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|
2024
Q3 | $67.8K | Hold |
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|
2024
Q2 | $60.7K | Hold |
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|
2024
Q1 | $62.6K | Hold |
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|
2023
Q4 | $59.6K | Hold |
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|
2023
Q3 | $54.9K | Hold |
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|
2023
Q2 | $58.5K | Hold |
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|
2023
Q1 | $59K | Hold |
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|
2022
Q4 | $59.7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $62K | Buy |
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