Precedent Wealth Partners’s SPDR S&P Dividend ETF SDY Stock Holding History

Precedent Wealth Partners’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11M	Buy
2025 Q2	$10.4M	Sell
2025 Q1	$10.4M	Buy
2024 Q4	$8.56M	Buy
2024 Q3	$8.94M	Buy
2024 Q2	$7.69M	Buy
2024 Q1	$7.87M	Sell
2023 Q4	$7.65M	Buy