Strait & Sound Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
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2025
Q1 | $352K | Sell |
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|
2024
Q4 | $428K | Sell |
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2024
Q3 | $517K | Sell |
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|
2024
Q2 | $703K | Sell |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $779K | Sell |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $908K | Buy |
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|
2022
Q4 | $895K | Buy |
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