Transform Wealth’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
Q1 | $768K | Sell |
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|
2024
Q4 | $999K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.47M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.77M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.29M | Sell |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.25M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.16M | Sell |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $3.14M | Sell |
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|
2020
Q1 | $2.88M | Sell |
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|
2019
Q4 | $8.02M | Buy |
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|
2019
Q3 | $6M | Buy |
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|
2019
Q2 | $5.61M | Sell |
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|
2019
Q1 | $5.87M | Buy |
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|
2018
Q4 | $3.89M | Buy |
|