EverSource Wealth 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 | $1.61M | Sell |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $4.04M | Buy |
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|
2024
Q2 | $3.83M | Buy |
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|
2024
Q1 | $3.46M | Buy |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.62M | Buy |
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|
2022
Q4 | $3.49M | Sell |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $3.19M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.45M | Buy |
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