Premier Path Wealth Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
1,792
+2
| +0.1% | +$271 | 0.03% | 349 |
|
|
2025
Q1 | $243K | Sell |
1,790
-727
| -29% | -$98.7K | 0.04% | 340 |
|
|
2024
Q4 | $332K | Buy |
2,517
+1,097
| +77% | +$145K | 0.05% | 286 |
|
|
2024
Q3 | $202K | Sell |
1,420
-1,776
| -56% | -$252K | 0.03% | 357 |
|
|
2024
Q2 | $406K | Buy |
3,196
+228
| +8% | +$29K | 0.07% | 254 |
|
|
2024
Q1 | $389K | Buy |
2,968
+135
| +5% | +$17.7K | 0.07% | 238 |
|
|
2023
Q4 | $354K | Buy |
+2,833
| New | +$354K | 0.08% | 230 |
|