HHM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Hold |
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|
2025
Q1 | $892K | Hold |
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|
2024
Q4 | $869K | Buy |
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|
2024
Q3 | $913K | Hold |
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|
2024
Q2 | $818K | Hold |
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|
2024
Q1 | $844K | Hold |
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|
2023
Q4 | $803K | Sell |
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|
2023
Q3 | $747K | Hold |
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|
2023
Q2 | $797K | Hold |
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|
2023
Q1 | $804K | Buy |
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|
2022
Q4 | $798K | Hold |
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|
2022
Q3 | $711K | Hold |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $883K | Hold |
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|
2021
Q4 | $890K | Hold |
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|
2021
Q3 | $810K | Hold |
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|
2021
Q2 | $843K | Hold |
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|
2021
Q1 | $814K | Hold |
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|
2020
Q4 | $730K | Hold |
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|
2020
Q3 | $637K | Hold |
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|
2020
Q2 | $629K | Hold |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $761K | Sell |
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|
2019
Q3 | $744K | Hold |
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|
2019
Q2 | $732K | Hold |
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|
2019
Q1 | $721K | Buy |
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|
2018
Q4 | $617K | Buy |
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