Windsor Wealth Management’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
Q3 | $202K | Sell |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $365K | Hold |
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|
2018
Q4 | $328K | Hold |
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|
2018
Q3 | $359K | Hold |
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|
2018
Q2 | $340K | Hold |
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|
2018
Q1 | $334K | Hold |
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|
2017
Q4 | $346K | Buy |
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