LifeSteps Financial’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 | $4.11M | Buy |
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|
2025
Q2 | $3.98M | Sell |
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|
2025
Q1 | $3.99M | Buy |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $4.06M | Sell |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $4.43M | Sell |
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|
2023
Q4 | $4.23M | Sell |
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|
2023
Q3 | $3.94M | Sell |
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|
2023
Q2 | $4.22M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $3.61M | Buy |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $4.14M | Sell |
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|
2021
Q4 | $4.29M | Sell |
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|
2021
Q3 | $4.02M | Sell |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $3.96M | Sell |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $3.6M | Sell |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $3.55M | Sell |
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|
2019
Q4 | $5.03M | Buy |
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