TrueWealth LLC’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
2020
Q2
$51K Sell
2020
Q1
$61K Sell
2019
Q4
$118K Buy
2019
Q3
$112K Buy
2019
Q2
$109K Sell
2019
Q1
$156K Buy
2018
Q4
$141K Buy
2018
Q3
$85K Buy
2018
Q2
$80K Buy
2018
Q1
$65K Buy
2017
Q4
$67K Buy