Evermay Wealth Management’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 | $44.2K | Hold |
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|
2025
Q1 | $44.2K | Hold |
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|
2024
Q4 | $43.1K | Hold |
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|
2024
Q3 | $46.3K | Hold |
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|
2024
Q2 | $41.5K | Hold |
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|
2024
Q1 | $42.8K | Hold |
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|
2023
Q4 | $40.7K | Hold |
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|
2023
Q3 | $37.5K | Hold |
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|
2023
Q2 | $40K | Hold |
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|
2023
Q1 | $40.3K | Hold |
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|
2022
Q4 | $40.8K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $39K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $12K | Buy |
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