Northstar Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $863K | Sell |
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|
2020
Q2 | $889K | Buy |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $985K | Hold |
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|
2019
Q2 | $968K | Buy |
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|
2019
Q1 | $825K | Hold |
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|
2018
Q4 | $743K | Buy |
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|
2018
Q3 | $799K | Buy |
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|
2018
Q2 | $753K | Hold |
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|
2018
Q1 | $741K | Buy |
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