Gofen & Glossberg’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
2022
Q4
$568K Sell
2022
Q3
$521K Hold
2022
Q2
$555K Sell
2022
Q1
$611K Hold
2021
Q4
$616K Buy
2021
Q3
$524K Buy
2021
Q2
$501K Buy
2021
Q1
$245K Hold
2020
Q4
$220K Buy
2020
Q1
Sell
2019
Q4
$221K Hold
2019
Q3
$211K Hold
2019
Q2
$207K Hold
2019
Q1
$204K Buy
2018
Q4
Sell
2018
Q3
$201K Buy