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