Icon 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
2023
Q3
Sell
2023
Q2
$342K Sell
2023
Q1
$351K Buy
2022
Q2
$473K Buy
2022
Q1
$445K Buy
2021
Q4
Sell
2021
Q3
$422K Sell
2021
Q2
$439K Buy
2021
Q1
$407K Buy
2019
Q2
Sell
2019
Q1
$20K Buy