Bridgewealth Advisory Group’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 | $234K | Buy |
+1,725
| New | +$234K | 0.06% | 99 |
|
|
2025
Q1 | – | Sell |
-1,764
| Closed | -$238K | – | 99 |
|
|
2024
Q4 | $238K | Hold |
1,764
| – | – | 0.07% | 90 |
|
|
2024
Q3 | $251K | Buy |
+1,764
| New | +$251K | 0.09% | 69 |
|
|
2024
Q1 | – | Sell |
-3,357
| Closed | -$420K | – | 84 |
|
|
2023
Q4 | $420K | Sell |
3,357
-1,534
| -31% | -$192K | 0.32% | 46 |
|
|
2023
Q3 | $563K | Sell |
4,891
-374
| -7% | -$43K | 0.69% | 33 |
|
|
2023
Q2 | $645K | Sell |
5,265
-55
| -1% | -$6.74K | 1.05% | 20 |
|
|
2023
Q1 | $658K | Buy |
5,320
+186
| +4% | +$23K | 1.21% | 17 |
|
|
2022
Q4 | $642K | Buy |
+5,134
| New | +$642K | 1.26% | 16 |
|