Stonebridge Financial Planning Group’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 | $1.29M | Buy |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.22M | Sell |
|
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.45M | Buy |
|
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|
2022
Q4 | $1.46M | Sell |
|
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.4M | Sell |
|
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.77M | Sell |
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|
2019
Q4 | $2.29M | Buy |
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