Perfromance 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 | $503K | Sell |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $445K | Buy |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $602K | Buy |
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