WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $194K | Buy |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | $166K | Buy |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $132K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $987K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $8K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $36K | Buy |
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