Sullivan, Bruyette, Speros & Blaney’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $694K | Sell |
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2020
Q4 | $637K | Buy |
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2020
Q3 | $409K | Buy |
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2020
Q2 | $364K | Hold |
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2020
Q1 | $319K | Sell |
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2019
Q4 | $442K | Sell |
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2019
Q3 | $433K | Sell |
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2019
Q2 | $498K | Buy |
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2019
Q1 | $431K | Hold |
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2018
Q4 | $388K | Sell |
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2018
Q3 | $439K | Sell |
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2018
Q2 | $430K | Hold |
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2018
Q1 | $423K | Sell |
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2017
Q4 | $493K | Sell |
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2017
Q3 | $723K | Sell |
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2017
Q2 | $711K | Sell |
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2017
Q1 | $940K | Sell |
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2016
Q4 | $1.03M | Sell |
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2016
Q3 | $1.22M | Sell |
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2016
Q2 | $1.22M | Buy |
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