Compass Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $70K | Hold |
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|
2024
Q3 | $75.3K | Hold |
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|
2024
Q2 | $67.4K | Hold |
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|
2024
Q1 | $69.6K | Hold |
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|
2023
Q4 | $66.2K | Hold |
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|
2023
Q3 | $61K | Hold |
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|
2023
Q2 | $65K | Hold |
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|
2023
Q1 | $65.6K | Hold |
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|
2022
Q4 | $66.3K | Buy |
|