Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $810K | Sell |
|
|||||
|
2023
Q1 | $853K | Sell |
|
|||||
|
2022
Q4 | $884K | Sell |
|
|||||
|
2022
Q3 | $841K | Buy |
|
|||||
|
2022
Q2 | $829K | Buy |
|
|||||
|
2022
Q1 | $851K | Buy |
|
|||||
|
2021
Q4 | $806K | Buy |
|
|||||
|
2021
Q3 | $674K | Sell |
|
|||||
|
2021
Q2 | $913K | Buy |
|
|||||
|
2021
Q1 | $881K | Sell |
|
|||||
|
2020
Q4 | $808K | Buy |
|
|||||
|
2020
Q3 | $650K | Buy |
|
|||||
|
2020
Q2 | $637K | Buy |
|
|||||
|
2020
Q1 | $506K | Buy |
|
|||||
|
2019
Q4 | $308K | Sell |
|
|||||
|
2019
Q3 | $785K | Sell |
|
|||||
|
2019
Q2 | $1.57M | Sell |
|
|||||
|
2019
Q1 | $1.69M | Sell |
|
|||||
|
2018
Q4 | $1.59M | Sell |
|
|||||
|
2018
Q3 | $1.74M | Sell |
|
|||||
|
2018
Q2 | $1.72M | Sell |
|
|||||
|
2018
Q1 | $1.77M | Sell |
|
|||||
|
2017
Q4 | $2.15M | Sell |
|
|||||
|
2017
Q3 | $2.1M | Sell |
|
|||||
|
2017
Q2 | $2.22M | Sell |
|
|||||
|
2017
Q1 | $2.27M | Sell |
|
|||||
|
2016
Q4 | $2.33M | Sell |
|
|||||
|
2016
Q3 | $2.33M | Sell |
|
|||||
|
2016
Q2 | $2.46M | Buy |
|
|||||
|
2016
Q1 | $2.31M | Buy |
|
|||||
|
2015
Q4 | $2.07M | Buy |
|