Laurel Wealth Advisors (North Carolina)’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Buy |
25,653
+25,464
| +13,473% | +$188K | ﹤0.01% | 438 |
|
|
2025
Q1 | $25.6K | Hold |
189
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $25K | Sell |
189
-40
| -17% | -$5.28K | ﹤0.01% | 393 |
|
|
2024
Q3 | $32.5K | Hold |
229
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $29.1K | Hold |
229
| – | – | 0.01% | 341 |
|
|
2024
Q1 | $30.1K | Hold |
229
| – | – | 0.01% | 344 |
|
|
2023
Q4 | $28.6K | Hold |
229
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $26.3K | Buy |
229
+30
| +15% | +$3.45K | 0.01% | 336 |
|
|
2023
Q2 | $24.4K | Hold |
199
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $24.6K | Sell |
199
-100
| -33% | -$12.4K | 0.01% | 342 |
|
|
2022
Q4 | $37.4K | Sell |
299
-200
| -40% | -$25K | 0.01% | 281 |
|
|
2022
Q3 | $56K | Sell |
499
-13
| -3% | -$1.46K | 0.01% | 243 |
|
|
2022
Q2 | $61K | Sell |
512
-65
| -11% | -$7.74K | 0.01% | 241 |
|
|
2022
Q1 | $74K | Buy |
+577
| New | +$74K | 0.02% | 244 |
|
|
2021
Q3 | – | Sell |
-259
| Closed | -$32K | – | 728 |
|
|
2021
Q2 | $32K | Buy |
+259
| New | +$32K | 0.01% | 324 |
|
|
2021
Q1 | – | Sell |
-30
| Closed | -$3K | – | 673 |
|
|
2020
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 529 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$6K | – | 536 |
|
|
2020
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 398 |
|
|
2019
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 403 |
|
|
2019
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 396 |
|
|
2019
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 389 |
|