TrinityPoint Wealth’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $237K | Buy |
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|
2022
Q2 | $252K | Buy |
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