Dowling & Yahnke’s 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
Q3 | $1.05M | Hold |
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2022
Q2 | $1.11M | Hold |
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2022
Q1 | $1.2M | Buy |
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2021
Q4 | $1.19M | Buy |
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2021
Q3 | $1.07M | Hold |
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2021
Q2 | $1.12M | Hold |
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2021
Q1 | $1.08M | Sell |
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2020
Q4 | $975K | Buy |
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2020
Q3 | $781K | Buy |
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2020
Q2 | $770K | Sell |
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2020
Q1 | $707K | Sell |
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2019
Q4 | $968K | Buy |
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2019
Q3 | $892K | Buy |
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2019
Q2 | $876K | Sell |
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2019
Q1 | $897K | Buy |
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2018
Q4 | $682K | Buy |
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2018
Q3 | $663K | Sell |
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2018
Q2 | $637K | Sell |
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2018
Q1 | $632K | Sell |
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2017
Q4 | $1.01M | Sell |
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2017
Q3 | $1.07M | Buy |
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2017
Q2 | $959K | Buy |
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2017
Q1 | $951K | Buy |
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2016
Q4 | $883K | Buy |
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2016
Q3 | $798K | Sell |
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2016
Q2 | $848K | Buy |
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2016
Q1 | $777K | Buy |
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2015
Q4 | $704K | Hold |
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2015
Q3 | $691K | Buy |
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2015
Q2 | $688K | Buy |
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2015
Q1 | $387K | Buy |
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2014
Q4 | $358K | Buy |
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2014
Q3 | $310K | Buy |
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2014
Q2 | $229K | Hold |
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2014
Q1 | $220K | Buy |
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2013
Q4 | $205K | Buy |
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