Great Point Wealth Advisors’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
2024
Q1
Sell
2023
Q4
$2.17M Sell
2023
Q3
$2.13M Sell
2023
Q2
$2.28M Sell
2023
Q1
$2.33M Buy
2022
Q4
$2.34M Sell
2022
Q3
$2.09M Sell
2022
Q2
$2.29M Sell
2022
Q1
$2.5M Sell
2021
Q4
$2.6M Sell
2021
Q3
$2.43M Sell
2021
Q2
$2.69M Sell
2021
Q1
$2.71M Sell
2020
Q4
$3.04M Sell
2020
Q3
$2.73M Hold
2020
Q2
$2.73M Sell
2020
Q1
$2.44M Sell
2019
Q4
$5.04M Sell
2019
Q3
$4.96M Sell
2019
Q2
$6.19M Sell
2019
Q1
$6.65M Sell
2018
Q4
$7.31M Buy