Baldwin Wealth Partners’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
Q3 | $452K | Hold |
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|
2025
Q2 | $438K | Hold |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $444K | Hold |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $528K | Hold |
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|
2022
Q4 | $534K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Sell |
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|
2016
Q2 | $23K | Hold |
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|
2016
Q1 | $22K | Buy |
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