Parcion Private Wealth’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 | $787K | Buy |
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|
2025
Q2 | $762K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $963K | Buy |
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|
2024
Q2 | $401K | Sell |
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|
2024
Q1 | $7.95M | Sell |
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|
2023
Q4 | $13.3M | Buy |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $8.95M | Buy |
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|
2022
Q4 | $8.8M | Sell |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14.9M | Sell |
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|
2021
Q4 | $17M | Buy |
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|
2021
Q3 | $15.2M | Sell |
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|
2021
Q2 | $15.2M | Sell |
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|
2021
Q1 | $15.1M | Sell |
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|
2020
Q4 | $14.3M | Buy |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $10.2M | Buy |
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|
2020
Q1 | $588K | Buy |
|