Oak Harbor Wealth Partners’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 | $170K | Hold |
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|
2025
Q2 | $165K | Hold |
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|
2025
Q1 | $165K | Sell |
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|
2024
Q4 | $200K | Hold |
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|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $651K | Hold |
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|
2023
Q1 | $657K | Hold |
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|
2022
Q4 | $665K | Sell |
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|
2022
Q3 | $616K | Sell |
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|
2022
Q2 | $726K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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