HoyleCohen’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
2024
Q2
$422K Sell
2024
Q1
$442K Sell
2023
Q4
$423K Buy
2023
Q3
$354K Buy
2023
Q2
$371K Hold
2023
Q1
$374K Hold
2022
Q4
$379K Buy
2022
Q3
$337K Buy
2022
Q2
$357K Buy
2022
Q1
$385K Buy
2021
Q4
$387K Buy
2021
Q3
$209K Hold
2021
Q2
$218 Hold
2021
Q1
$210K Buy
2020
Q1
Sell
2019
Q4
$340K Hold
2019
Q3
$324K Hold
2019
Q2
$319K Hold
2019
Q1
$314K Buy