Wealth Advisors’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
Q3 | $923K | Hold |
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|
2023
Q2 | $990K | Hold |
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|
2023
Q1 | $996K | Hold |
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|
2022
Q4 | $1M | Hold |
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|
2022
Q3 | $895K | Buy |
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|
2022
Q2 | $941K | Hold |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.02M | Hold |
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|
2021
Q3 | $944K | Hold |
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|
2021
Q2 | $973K | Hold |
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|
2021
Q1 | $960K | Hold |
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|
2020
Q4 | $839K | Sell |
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|
2020
Q3 | $882K | Hold |
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|
2020
Q2 | $829K | Hold |
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|
2020
Q1 | $757K | Hold |
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|
2019
Q4 | $978K | Buy |
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