CGN Advisors’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 | $354K | Sell |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $347K | Buy |
|
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|
2024
Q3 | $372K | Sell |
|
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|
2024
Q2 | $369K | Buy |
|
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $281K | Buy |
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