Garrett Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $224K | Buy |
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|
2019
Q3 | $179K | Buy |
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