West Financial Advisors’s 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 | $41.2K | Hold |
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|
2025
Q2 | $39.9K | Hold |
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|
2025
Q1 | $39.9K | Hold |
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|
2024
Q4 | $38.8K | Hold |
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|
2024
Q3 | $41.8K | Hold |
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|
2024
Q2 | $37.4K | Hold |
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|
2024
Q1 | $38.6K | Hold |
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|
2023
Q4 | $36.7K | Hold |
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|
2023
Q3 | $33.8K | Hold |
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|
2023
Q2 | $36K | Hold |
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|
2023
Q1 | $36.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $8K | Sell |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $33K | Buy |
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