DHJJ Financial 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 | $426K | Sell |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $519K | Hold |
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|
2024
Q2 | $465K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $672K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q2 | $643K | Buy |
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|
2022
Q1 | $695K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $356K | Buy |
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