My Legacy Advisors’s 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
Q2
$563K Sell
2025
Q1
$550K Sell
2024
Q4
$536K Sell
2024
Q3
$614K Sell
2024
Q2
$761K Sell
2024
Q1
$786K Sell
2023
Q4
$783K Sell
2023
Q3
$745K Buy
2023
Q2
$808K Sell
2023
Q1
$807K Sell
2022
Q4
$879K Sell
2022
Q3
$764K Buy
2022
Q2
$750K Buy
2022
Q1
$765K Buy