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ForthRight Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

ForthRight Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-101
Closed -$11K – 158
2020
Q4 		$11K Buy
+101
New +$10.2K 0.01% 122

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ForthRight Wealth Management's SDY Position: Q1 2021 in Review

ForthRight Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q1 2021, closing a stake of 101 shares — an estimated $11K sold.

ForthRight Wealth Management first reported a position in SDY in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 876 funds tracked by Wall St. Rank hold SDY as of Q1 2021.

  • ForthRight Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 101 State Street SPDR S&P Dividend ETF shares in Q1 2021, an estimated $11K.
  • ForthRight Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $11K in Q4 2020.
  • 876 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.