Kapstone Financial 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 | $513K | Hold |
|
|||||
|
2025
Q2 | $497K | Hold |
|
|||||
|
2025
Q1 | $497K | Hold |
|
|||||
|
2024
Q4 | $490K | Hold |
|
|||||
|
2024
Q3 | $519K | Sell |
|
|||||
|
2024
Q2 | $517K | Hold |
|
|||||
|
2024
Q1 | $533K | Hold |
|
|||||
|
2023
Q4 | $504K | Buy |
|
|||||
|
2023
Q3 | $458K | Hold |
|
|||||
|
2023
Q2 | $503K | Sell |
|
|||||
|
2023
Q1 | $507K | Hold |
|
|||||
|
2022
Q4 | $540K | Buy |
|