WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $513K | Sell |
|
|||||
|
2023
Q3 | $484K | Sell |
|
|||||
|
2023
Q2 | $519K | Sell |
|
|||||
|
2023
Q1 | $546K | Sell |
|
|||||
|
2022
Q4 | $609K | Sell |
|
|||||
|
2022
Q3 | $607K | Sell |
|
|||||
|
2022
Q2 | $675K | Buy |
|
|||||
|
2022
Q1 | $467K | Buy |
|
|||||
|
2021
Q4 | $355K | Sell |
|
|||||
|
2021
Q3 | $356K | Buy |
|
|||||
|
2021
Q2 | $259K | Buy |
|
|||||
|
2021
Q1 | $248K | Buy |
|
|||||
|
2020
Q4 | $221K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $218K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $252K | Buy |
|
|||||
|
2019
Q3 | $239K | Sell |
|
|||||
|
2019
Q2 | $270K | Buy |
|
|||||
|
2019
Q1 | $246K | Sell |
|
|||||
|
2018
Q4 | $257K | Buy |
|
|||||
|
2018
Q3 | $217K | Buy |
|
|||||
|
2018
Q2 | $204K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $206K | Sell |
|
|||||
|
2017
Q3 | $204K | Sell |
|
|||||
|
2017
Q2 | $227K | Buy |
|
|||||
|
2017
Q1 | $224K | Sell |
|
|||||
|
2016
Q4 | $316K | Sell |
|
|||||
|
2016
Q3 | $771K | Sell |
|
|||||
|
2016
Q2 | $1.24M | Buy |
|
|||||
|
2016
Q1 | $1.03M | Buy |
|