Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $794K | Sell |
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|
2020
Q2 | $835K | Hold |
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|
2020
Q1 | $731K | Sell |
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|
2019
Q4 | $1.26M | Hold |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $213K | Buy |
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