Bernardo Wealth Planning’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 | $330K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $338K | Hold |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $232K | Buy |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $235K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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