LPAM
Lodestar Private Asset Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
11,615
-441
| -4% | -$59.9K | 0.18% | 82 |
|
|
2025
Q1 | $1.64M | Sell |
12,056
-583
| -5% | -$79.1K | 0.21% | 79 |
|
|
2024
Q4 | $1.67M | Sell |
12,639
-399
| -3% | -$52.7K | 0.21% | 79 |
|
|
2024
Q3 | $1.85M | Sell |
13,038
-244
| -2% | -$34.7K | 0.24% | 77 |
|
|
2024
Q2 | $1.69M | Sell |
13,282
-333
| -2% | -$42.4K | 0.23% | 78 |
|
|
2024
Q1 | $1.79M | Sell |
13,615
-84
| -0.6% | -$11K | 0.26% | 73 |
|
|
2023
Q4 | $1.71M | Buy |
13,699
+73
| +0.5% | +$9.12K | 0.26% | 73 |
|
|
2023
Q3 | $1.57M | Sell |
13,626
-164
| -1% | -$18.9K | 0.27% | 70 |
|
|
2023
Q2 | $1.69M | Sell |
13,790
-519
| -4% | -$63.6K | 0.28% | 67 |
|
|
2023
Q1 | $1.77M | Sell |
14,309
-458
| -3% | -$56.7K | 0.32% | 64 |
|
|
2022
Q4 | $1.85M | Buy |
+14,767
| New | +$1.85M | 0.35% | 62 |
|