LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $226K | Buy |
|