Traverso Chambers Private 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
2023
Q4
$491K Sell
2023
Q3
$461K Hold
2023
Q2
$492K Hold
2023
Q1
$496K Hold
2022
Q4
$502K Hold
2022
Q3
$447K Hold
2022
Q2
$476K Hold
2022
Q1
$514K Hold
2021
Q4
$518K Hold
2021
Q3
$471K Hold
2021
Q2
$490K Hold
2021
Q1
$473K Hold
2020
Q4
$425K Hold
2020
Q3
$371K Hold
2020
Q2
$366K Hold
2020
Q1
$320K Hold
2019
Q4
$431K Hold
2019
Q3
$411K Hold
2019
Q2
$407K Hold
2019
Q1
$399K Hold
2018
Q4
$359K Buy