Laird Norton Wetherby Wealth Management’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
Q2 | $324K | Buy |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $336K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $295K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $856K | Buy |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $464K | Hold |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $370K | Buy |
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