GW & Wade’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.63M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $2.35M | Sell |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $899K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $241K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $233K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $359K | Buy |
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|
2017
Q3 | $206K | Hold |
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|
2017
Q2 | $200K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $218K | Hold |
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|
2015
Q4 | $201K | Sell |
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|
2015
Q3 | $221K | Sell |
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|
2015
Q2 | $384K | Buy |
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|
2015
Q1 | $276K | Sell |
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|
2014
Q4 | $280K | Buy |
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