Elevation Wealth Partners’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
Q3 | $9.66K | Sell |
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|
2025
Q2 | $14.3K | Sell |
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|
2025
Q1 | $15.7K | Sell |
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|
2024
Q4 | $19.4K | Hold |
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|
2024
Q3 | $20.9K | Hold |
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|
2024
Q2 | $18.7K | Hold |
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|
2024
Q1 | $19.3K | Hold |
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|
2023
Q4 | $16.9K | Hold |
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|
2023
Q3 | $16.9K | Hold |
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|
2023
Q2 | $18K | Hold |
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|
2023
Q1 | $18.2K | Buy |
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