Triangle Securities Wealth Management’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 | $689K | Sell |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $819K | Sell |
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|
2024
Q4 | $845K | Sell |
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|
2024
Q3 | $912K | Sell |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $828K | Buy |
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|
2023
Q3 | $762K | Sell |
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|
2023
Q2 | $827K | Sell |
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|
2023
Q1 | $937K | Buy |
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|
2022
Q4 | $948K | Sell |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $910K | Sell |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $952K | Buy |
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|
2021
Q2 | $973K | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $993K | Sell |
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|
2020
Q3 | $876K | Sell |
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|
2020
Q2 | $924K | Buy |
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|
2020
Q1 | $805K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $1.08M | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.06M | Buy |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.16M | Sell |
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|
2017
Q2 | $1.15M | Sell |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.19M | Sell |
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|
2016
Q2 | $1.19M | Sell |
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|
2016
Q1 | $1.25M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $946K | Buy |
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|
2015
Q2 | $983K | Buy |
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|
2015
Q1 | $996K | Buy |
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|
2014
Q4 | $889K | Sell |
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|
2014
Q3 | $888K | Buy |
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|
2014
Q2 | $856K | Sell |
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|
2014
Q1 | $880K | Buy |
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|
2013
Q4 | $920K | Sell |
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|
2013
Q3 | $894K | Hold |
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|
2013
Q2 | $860K | Buy |
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