Executive 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
Sell
2024
Q3
$438K Sell
2024
Q2
$461K Sell
2024
Q1
$485K Buy
2019
Q3
Sell
2019
Q2
$73K Buy
2019
Q1
$71K Hold
2018
Q4
$64K Buy