PFG Private 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
Q2 | – | Sell |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $149K | Sell |
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|
2024
Q3 | $202K | Hold |
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|
2024
Q2 | $180K | Hold |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $109K | Sell |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $112K | Buy |
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