GoalVest Advisory’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 | $95.9K | Hold |
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|
2025
Q2 | $93K | Hold |
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|
2025
Q1 | $92.9K | Hold |
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|
2024
Q4 | $90.5K | Hold |
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|
2024
Q3 | $97.3K | Hold |
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|
2024
Q2 | $87.1K | Hold |
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|
2024
Q1 | $89.9K | Hold |
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|
2023
Q4 | $85.6K | Hold |
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|
2023
Q3 | $78.8K | Hold |
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|
2023
Q2 | $84K | Hold |
|
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|
2023
Q1 | $84.7K | Hold |
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|
2022
Q4 | $85.7K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $88K | Buy |
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