Key Client Fiduciary Advisors’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Sell |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $575K | Buy |
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|
2023
Q4 | $524K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $491K | Buy |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $496K | Hold |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $538K | Buy |
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