Highwater Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $259K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $239K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $317K | Sell |
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|
2017
Q3 | $312K | Sell |
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|
2017
Q2 | $387K | Sell |
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|
2017
Q1 | $459K | Sell |
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|
2016
Q4 | $559K | Buy |
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|
2016
Q3 | $432K | Buy |
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