Lenox Wealth Management’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
2020
Q2
$2.06M Sell
2020
Q1
$1.81M Sell
2019
Q4
$2.5M Sell
2019
Q3
$2.39M Buy
2019
Q2
$2.35M Sell
2019
Q1
$2.34M Sell
2018
Q4
$2.19M Sell
2018
Q3
$2.7M Sell
2018
Q2
$2.59M Buy
2018
Q1
$2.51M Sell
2017
Q4
$2.61M Buy
2017
Q3
$1.92M Sell
2017
Q2
$2.12M Sell
2017
Q1
$2.81M Buy
2016
Q4
$2.33M Sell
2016
Q3
$2.37M Hold
2016
Q2
$2.37M Sell
2016
Q1
$2.42M Sell
2015
Q4
$2.42M Sell
2015
Q3
$2.48M Sell
2015
Q2
$2.81M Sell
2015
Q1
$2.89M Sell
2014
Q4
$3.25M Buy
2014
Q3
$2.83M Sell
2014
Q2
$3.12M Buy
2014
Q1
$2.99M Sell
2013
Q4
$3.84M Buy