Tanglewood Legacy Advisors’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
$263K Hold
2025
Q1
$263K Buy
2024
Q4
$251K Buy
2024
Q3
$263K Hold
2024
Q2
$235K Hold
2024
Q1
$243K Hold
2023
Q4
$231K Hold
2023
Q3
$213K Hold
2023
Q2
$227K Hold
2023
Q1
$229K Hold
2022
Q4
$231K Buy