New Insight Wealth 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
Q1
Sell
2024
Q4
$235K Buy
2024
Q3
$237K Sell
2024
Q2
$241K Sell
2024
Q1
$249K Sell
2023
Q4
$237K Buy