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