Beacon Bridge Wealth Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Hold |
4,025
| – | – | 0.22% | 57 |
|
|
2025
Q1 | $546K | Sell |
4,025
-177
| -4% | -$24K | 0.23% | 62 |
|
|
2024
Q4 | $555K | Sell |
4,202
-828
| -16% | -$109K | 0.24% | 61 |
|
|
2024
Q3 | $714K | Sell |
5,030
-319
| -6% | -$45.3K | 0.31% | 55 |
|
|
2024
Q2 | $680K | Sell |
5,349
-1,690
| -24% | -$215K | 0.31% | 56 |
|
|
2024
Q1 | $924K | Sell |
7,039
-5,001
| -42% | -$656K | 0.44% | 48 |
|
|
2023
Q4 | $1.5M | Sell |
12,040
-11,434
| -49% | -$1.43M | 0.75% | 36 |
|
|
2023
Q3 | $2.7M | Buy |
23,474
+1,949
| +9% | +$224K | 1.42% | 20 |
|
|
2023
Q2 | $2.64M | Buy |
21,525
+2,383
| +12% | +$292K | 1.35% | 19 |
|
|
2023
Q1 | $2.37M | Sell |
19,142
-866
| -4% | -$107K | 1.42% | 19 |
|
|
2022
Q4 | $2.5M | Buy |
+20,008
| New | +$2.5M | 1.82% | 15 |
|