Essex Private 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
Q3 | $642K | Buy |
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|
2024
Q2 | $572K | Sell |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $563K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $616K | Sell |
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|
2021
Q4 | $809K | Sell |
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|
2021
Q3 | $780K | Sell |
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|
2021
Q2 | $830K | Sell |
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|
2021
Q1 | $868K | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $7.62M | Buy |
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|
2019
Q4 | $9.94M | Buy |
|