Kowal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $300K | Buy |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q4 | $256K | Sell |
|
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|
2023
Q3 | $274K | Sell |
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|
2023
Q2 | $403K | Sell |
|
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|
2023
Q1 | $441K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Buy |
|