TLFA
True Link Financial Advisors’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 | $220K | Sell |
1,622
-1,750
| -52% | -$238K | 0.02% | 83 |
|
|
2025
Q1 | $458K | Buy |
3,372
+1,157
| +52% | +$157K | 0.03% | 56 |
|
|
2024
Q4 | $293K | Hold |
2,215
| – | – | 0.02% | 53 |
|
|
2024
Q3 | $315K | Hold |
2,215
| – | – | 0.03% | 52 |
|
|
2024
Q2 | $282K | Buy |
+2,215
| New | +$282K | 0.03% | 54 |
|