Red Door Wealth Management’s 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
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2024
Q1 | $235K | Hold |
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2023
Q4 | $224K | Hold |
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2023
Q3 | $206K | Hold |
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2023
Q2 | $219K | Hold |
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2023
Q1 | $221K | Hold |
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2022
Q4 | $224K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $212K | Buy |
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2022
Q1 | $212K | Hold |
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2021
Q4 | $213K | Buy |
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2021
Q3 | – | Sell |
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2021
Q2 | $202K | Buy |
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2020
Q3 | – | Sell |
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2020
Q2 | $195K | Buy |
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2020
Q1 | $132K | Buy |
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