Caldwell Trust’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
2,197
|
|
||||
|
2025
Q1 | $298K | Hold |
2,197
|
|
||||
|
2024
Q4 | $290K | Hold |
2,197
|
|
||||
|
2024
Q3 | $312K | Sell |
2,197
-82
|
|
||||
|
2024
Q2 | $290K | Sell |
2,279
-18
|
|
||||
|
2024
Q1 | $301K | Buy |
2,297
+70
|
|
||||
|
2023
Q4 | $278K | Sell |
2,227
-760
|
|
||||
|
2023
Q3 | $344K | Buy |
2,987
+460
|
|
||||
|
2023
Q2 | $310K | Sell |
2,527
-90
|
|
||||
|
2023
Q1 | $324K | Hold |
2,617
|
|
||||
|
2022
Q4 | $327K | Hold |
2,617
|
|
||||
|
2022
Q3 | $292K | Sell |
2,617
-388
|
|
||||
|
2022
Q2 | $357K | Buy |
3,005
+1,038
|
|
||||
|
2022
Q1 | $252K | Hold |
1,967
|
|
||||
|
2021
Q4 | $254K | Hold |
1,967
|
|
||||
|
2021
Q3 | $231K | Hold |
1,967
|
|
||||
|
2021
Q2 | $241K | Buy |
1,967
+100
|
|
||||
|
2021
Q1 | $220K | Buy |
1,867
+200
|
|
||||
|
2020
Q4 | $177K | Sell |
1,667
-300
|
|
||||
|
2020
Q3 | $182K | Sell |
1,967
-170
|
|
||||
|
2020
Q2 | $195K | Hold |
2,137
|
|
||||
|
2020
Q1 | $171K | Sell |
2,137
-100
|
|
||||
|
2019
Q4 | $241K | Buy |
+2,237
|
|