Beacon Bridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $596K | Buy |
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|
2025
Q2 | $546K | Hold |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $924K | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.5M | Buy |
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