Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.08M | Sell |
|
|||||
|
2020
Q2 | $1.17M | Buy |
|
|||||
|
2020
Q1 | $972K | Sell |
|
|||||
|
2019
Q4 | $1.38M | Buy |
|
|||||
|
2019
Q3 | $1.23M | Buy |
|
|||||
|
2019
Q2 | $1.06M | Sell |
|
|||||
|
2019
Q1 | $1.09M | Sell |
|
|||||
|
2018
Q4 | $987K | Buy |
|
|||||
|
2018
Q3 | $1.02M | Sell |
|
|||||
|
2018
Q2 | $979K | Sell |
|
|||||
|
2018
Q1 | $973K | Buy |
|
|||||
|
2017
Q4 | $314K | Buy |
|