TW
TritonPoint Wealth’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
1,551
| – | – | 0.02% | 329 |
|
|
2025
Q1 | $210K | Sell |
1,551
-191
| -11% | -$25.9K | 0.02% | 332 |
|
|
2024
Q4 | $230K | Sell |
1,742
-15
| -0.9% | -$1.98K | 0.02% | 310 |
|
|
2024
Q3 | $249K | Hold |
1,757
| – | – | 0.02% | 298 |
|
|
2024
Q2 | $223K | Buy |
+1,757
| New | +$223K | 0.02% | 301 |
|
|
2024
Q1 | – | Sell |
-1,741
| Closed | -$218K | – | 321 |
|
|
2023
Q4 | $218K | Buy |
+1,741
| New | +$218K | 0.02% | 320 |
|