Charter Oak Capital Management’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 | $212K | Hold |
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|
2025
Q2 | $206K | Hold |
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|
2025
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $177K | Hold |
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|
2022
Q1 | $191K | Hold |
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|
2021
Q4 | $193K | Buy |
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|
2021
Q3 | $128K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $129K | Hold |
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|
2020
Q4 | $115K | Buy |
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