Polaris Wealth Advisory Group’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
2023
Q2
Sell
2023
Q1
$6.44M Sell
2022
Q4
$14.6M Buy
2022
Q3
$6.36M Sell
2022
Q2
$14.2M Buy
2022
Q1
$7.9M Buy
2021
Q2
Sell
2021
Q1
$9.12M Buy
2019
Q4
Sell
2019
Q3
$1.47M Buy