Carolinas Wealth Consulting’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
2024 Q1	–	Sell	-94	Closed	-$11.8K	–	1139
2023 Q4	$11.8K	Buy	94 +1	+1%	+$117	﹤0.01%	515
2023 Q3	$10.5K	Sell	93 -839	-90%	-$102K	﹤0.01%	513
2023 Q2	$114K	Buy	932 +6	+0.6%	+$733	0.02%	242
2023 Q1	$115K	Sell	926 -104	-10%	-$13.1K	0.02%	248
2022 Q4	$129K	Buy	1,030 +7	+0.7%	+$865	0.03%	222
2022 Q3	$114K	Buy	1,023 +7	+0.7%	+$862	0.03%	220
2022 Q2	$121K	Buy	1,016 +6	+0.6%	+$748	0.03%	218
2022 Q1	$129K	Buy	1,010 +6	+0.6%	+$758	0.03%	223
2021 Q4	$130K	Sell	1,004 -264	-21%	-$32.9K	0.03%	233
2021 Q3	$149K	Buy	1,268 +8	+0.6%	+$980	0.03%	192
2021 Q2	$154K	Sell	1,260 -20	-2%	-$2.47K	0.03%	204
2021 Q1	$151K	Sell	1,280 -49	-4%	-$5.49K	0.04%	203
2020 Q4	$141K	Buy	1,329 +125	+10%	+$12.6K	0.04%	188
2020 Q3	$111K	Sell	1,204 -99	-8%	-$9.34K	0.04%	188
2020 Q2	$119K	Buy	+1,303	New	+$115K	0.05%	136