Old North State Wealth Management’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
Q3 | $269K | Buy |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $249K | Buy |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $270K | Buy |
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