TCPG
Trivant Custom Portfolio Group’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 | – | Sell |
-600
| Closed | -$81.4K | – | 187 |
|
|
2025
Q1 | $81.4K | Hold |
600
| – | – | 0.05% | 88 |
|
|
2024
Q4 | $79.3K | Hold |
600
| – | – | 0.05% | 74 |
|
|
2024
Q3 | $85.2K | Hold |
600
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $76.3K | Hold |
600
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $78.7K | Hold |
600
| – | – | 0.05% | 79 |
|
|
2023
Q4 | $75K | Hold |
600
| – | – | 0.05% | 84 |
|
|
2023
Q3 | $69K | Hold |
600
| – | – | 0.05% | 76 |
|
|
2023
Q2 | $73.5K | Hold |
600
| – | – | 0.05% | 89 |
|
|
2023
Q1 | $74.2K | Buy |
+600
| New | +$74.2K | 0.05% | 94 |
|