Mariner Wealth Advisors (Cincinnati)’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
2018
Q3
$220K Hold
2018
Q2
$208K Hold
2018
Q1
$204K Sell
2017
Q4
$241K Buy
2017
Q3
$230K Buy
2016
Q1
Sell
2015
Q4
$259K Buy