Southern Wealth Management’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
Q1 | $484K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $483K | Buy |
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|
2020
Q3 | $417K | Buy |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $310K | Buy |
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|
2019
Q4 | $415K | Buy |
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