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