Laurel Wealth Advisors (California)’s State Street 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
2022
Q4
$1.97M Buy
15,716
+862
+6% +$106K 0.19% 121
2022
Q3
$1.66M Buy
14,854
+179
+1% +$22K 0.18% 127
2022
Q2
$1.74M Sell
14,675
-87
-0.6% -$10.8K 0.18% 128
2022
Q1
$1.89M Sell
14,762
-1,878
-11% -$237K 0.16% 139
2021
Q4
$2.15M Buy
16,640
+3,373
+25% +$420K 0.17% 127
2021
Q3
$1.56M Sell
13,267
-580
-4% -$71K 0.29% 73
2021
Q2
$1.69M Buy
13,847
+211
+2% +$26.1K 0.22% 106
2021
Q1
$1.61M Sell
13,636
-273
-2% -$30.6K 0.24% 95
2020
Q4
$1.47M Sell
13,909
-1,330
-9% -$135K 0.22% 112
2020
Q3
$1.41M Buy
15,239
+3,391
+29% +$320K 0.23% 102
2020
Q2
$1.08M Sell
11,848
-2,724
-19% -$239K 0.2% 122
2020
Q1
$1.16M Sell
14,572
-2,268
-13% -$224K 0.27% 103
2019
Q4
$1.81M Sell
16,840
-3,302
-16% -$347K 0.31% 84
2019
Q3
$2.07M Buy
20,142
+3,939
+24% +$397K 0.36% 71
2019
Q2
$1.64M Buy
16,203
+681
+4% +$68.1K 0.36% 70
2019
Q1
$1.54M Sell
15,522
-101
-0.6% -$9.71K 0.39% 68
2018
Q4
$1.4M Sell
15,623
-263
-2% -$24.8K 0.42% 68
2018
Q3
$1.55M Sell
15,886
-562
-3% -$54.5K 0.39% 68
2018
Q2
$1.52M Sell
16,448
-44
-0.3% -$4.05K 0.41% 70
2018
Q1
$1.5M Sell
16,492
-367
-2% -$34.3K 0.47% 56
2017
Q4
$1.59M Buy
16,859
+537
+3% +$50.3K 0.46% 61
2017
Q3
$1.49M Buy
16,322
+300
+2% +$26.9K 0.51% 57
2017
Q2
$1.42M Buy
16,022
+1
+0% +$89 0.51% 58
2017
Q1
$1.41M Buy
16,021
+105
+0.7% +$9.18K 0.55% 53
2016
Q4
$1.36M Buy
15,916
+129
+0.8% +$10.8K 0.61% 44
2016
Q3
$1.33M Buy
15,787
+160
+1% +$13.6K 0.64% 44
2016
Q2
$1.31M Sell
15,627
-214
-1% -$17.4K 0.64% 40
2016
Q1
$1.27M Hold
15,841
0.64% 40
2015
Q4
$1.17M Buy
+15,841
New +$1.21M 0.61% 48

Other funds holding SDY