Clear Perspectives Financial Planning’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
2023
Q1
$7.31M Sell
2022
Q4
$7.58M Buy
2022
Q3
$5.99M Buy
2022
Q2
$5.94M Buy
2022
Q1
$7K Buy
2021
Q4
$2K Hold
2021
Q3
$2K Hold
2021
Q2
$2K Hold
2021
Q1
$2K Hold
2020
Q4
$2K Buy