Morling 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 | $49.4K | Hold |
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|
2025
Q2 | $47.9K | Hold |
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|
2025
Q1 | $47.9K | Hold |
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|
2024
Q4 | $46.6K | Hold |
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|
2024
Q3 | $50.1K | Hold |
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|
2024
Q2 | $44.9K | Hold |
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|
2024
Q1 | $46.3K | Hold |
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|
2023
Q4 | $44.1K | Sell |
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|
2023
Q3 | $54.5K | Sell |
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|
2023
Q2 | $58.2K | Buy |
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|
2023
Q1 | $58.6K | Buy |
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|
2022
Q4 | $59.2K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $79K | Buy |
|