Parsec Financial Management’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
2023
Q1
$303K Hold
2022
Q4
$307K Buy
2022
Q3
$256K Sell
2022
Q2
$283K Hold
2022
Q1
$305K Sell
2021
Q4
$469K Hold
2021
Q3
$458K Buy