Ridgecrest Wealth Partners’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
Q3 | $381K | Hold |
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|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $387K | Hold |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $357K | Hold |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $331K | Hold |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $365K | Hold |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $356K | Hold |
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|
2021
Q1 | $344K | Buy |
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