Halpern Financial’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
2024
Q3
$11.5K Hold
2024
Q2
$10.3K Buy
2023
Q3
Sell
2023
Q2
$371K Hold
2023
Q1
$375K Sell
2022
Q4
$1.41M Hold
2022
Q3
$1.26M Hold
2022
Q2
$1.34M Hold
2022
Q1
$1.45M Buy