Navis Wealth 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 | $793K | Buy |
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|
2025
Q2 | $752K | Sell |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $869K | Buy |
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|
2024
Q3 | $820K | Buy |
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|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $652K | Buy |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $650K | Buy |
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|
2022
Q4 | $392K | Buy |
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