Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $215K | Hold |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $389K | Hold |
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|
2018
Q4 | $350K | Hold |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $363K | Hold |
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|
2018
Q1 | $357K | Buy |
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|
2017
Q4 | $369K | Hold |
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|
2017
Q3 | $357K | Buy |
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