Hefty Wealth Partners’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
2018
Q1
$3.35M Sell
2017
Q4
$3.72M Buy
2017
Q3
$3.48M Buy
2017
Q2
$3.35M Buy
2017
Q1
$2.31M Sell
2016
Q4
$3.27M Buy
2016
Q3
$3.12M Buy
2016
Q2
$1.71M Buy
2016
Q1
$1.6M Buy
2015
Q4
$1.36M Buy