Osborn Williams & Donohoe’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
Q1 | $309K | Sell |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $413K | Hold |
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|
2019
Q2 | $406K | Sell |
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|
2019
Q1 | $429K | Sell |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $444K | Buy |
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|
2018
Q1 | $433K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $219K | Hold |
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|
2016
Q2 | $218K | Hold |
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|
2016
Q1 | $208K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $224K | Hold |
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|
2015
Q2 | $236K | Sell |
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|
2015
Q1 | $360K | Hold |
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|
2014
Q4 | $362K | Buy |
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|
2014
Q3 | $232K | Sell |
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|
2014
Q2 | $251K | Hold |
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|
2014
Q1 | $243K | Hold |
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|
2013
Q4 | $240K | Hold |
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|
2013
Q3 | $228K | Hold |
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|
2013
Q2 | $219K | Buy |
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