Geneos Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.3K | Hold |
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|
2025
Q2 | $29.2K | Sell |
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|
2025
Q1 | $58.6K | Sell |
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|
2024
Q4 | $65K | Hold |
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|
2024
Q3 | $67.1K | Hold |
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|
2024
Q2 | $60.1K | Sell |
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|
2024
Q1 | $86.4K | Sell |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $183K | Sell |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $462K | Hold |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $41K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $23K | Buy |
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