LJI Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

LJI Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Sell
2025 Q1	$477K	Buy
2024 Q4	$464K	Buy
2024 Q3	$498K	Buy
2024 Q2	$446K	Buy
2024 Q1	–	Sell
2023 Q4	$442K	Buy
2023 Q3	$407K	Sell
2023 Q2	$433K	Buy
2023 Q1	$431K	Buy
2022 Q4	$435K	Buy