Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $602K | Sell |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $316K | Sell |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $387K | Buy |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $171K | Buy |
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|
2019
Q1 | $105K | Buy |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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