Compass Financial Group (South Dakota)’s 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
Q2
Sell
2025
Q1
$243K Sell
2024
Q4
$244K Sell
2024
Q3
$269K Sell
2024
Q2
$252K Sell
2024
Q1
$311K Sell
2023
Q4
$383K Buy
2023
Q3
$351K Buy
2023
Q2
$373K Sell
2023
Q1
$391K Buy
2022
Q4
$394K Buy