Compass Financial 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
2023
Q2
Sell
2023
Q1
$345K Buy
2022
Q4
$347K Buy
2022
Q3
$308K Buy
2022
Q2
$314K Buy
2022
Q1
$337K Buy
2021
Q4
$339K Buy