Kerntke Otto McGlone Wealth Management Group’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
Q3 | $284K | Sell |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $277K | Buy |
|
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $389K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $367K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $2.03M | Sell |
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|
2020
Q4 | $1.85M | Sell |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.61M | Buy |
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|
2019
Q4 | $2.14M | Buy |
|