RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $372K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $178K | Buy |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $784K | Buy |
|