Wealthspire Advisors (Maryland)’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
Q3 | $5.28M | Buy |
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|
2020
Q2 | $866K | Sell |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.03M | Hold |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $981K | Sell |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1.06M | Sell |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.18M | Buy |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $754K | Sell |
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|
2016
Q4 | $785K | Sell |
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|
2016
Q3 | $790K | Hold |
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|
2016
Q2 | $786K | Buy |
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|
2016
Q1 | $498K | Sell |
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|
2015
Q4 | $465K | Buy |
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