Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $325K | Buy |
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|
2019
Q3 | $310K | Buy |
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