YorkBridge Wealth 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
2022 Q4	$2.71M	Buy	21,689 +2,437	+13%	+$301K	0.69%	41
2022 Q3	$2.15M	Buy	19,252 +16	+0.1%	+$1.97K	0.55%	48
2022 Q2	$2.28M	Buy	19,236 +907	+5%	+$113K	0.6%	41
2022 Q1	$2.35M	Buy	18,329 +305	+2%	+$38.5K	0.52%	50
2021 Q4	$2.33M	Buy	18,024 +19	+0.1%	+$2.37K	0.52%	50
2021 Q3	$2.12M	Buy	18,005 +16	+0.1%	+$1.96K	0.53%	54
2021 Q2	$2.2M	Sell	17,989 -10	-0.1%	-$1.24K	0.57%	50
2021 Q1	$2.12M	Buy	17,999 +679	+4%	+$76.1K	0.63%	47
2020 Q4	$1.83M	Buy	17,320 +24	+0.1%	+$2.43K	0.61%	47
2020 Q3	$1.6M	Buy	17,296 +34	+0.2%	+$3.21K	0.67%	44
2020 Q2	$1.57M	Sell	17,262 -536	-3%	-$47.1K	0.72%	42
2020 Q1	$1.42M	Sell	17,798 -197	-1%	-$19.4K	0.87%	37
2019 Q4	$1.94M	Buy	17,995 +132	+0.7%	+$13.9K	0.89%	35
2019 Q3	$1.83M	Buy	17,863 +464	+3%	+$46.8K	0.92%	35
2019 Q2	$1.75M	Buy	17,399 +14	+0.1%	+$1.4K	0.78%	34
2019 Q1	$1.73M	Sell	17,385 -109	-0.6%	-$10.5K	0.8%	37
2018 Q4	$1.57M	Buy	17,494 +12	+0.1%	+$1.13K	0.83%	31
2018 Q3	$1.71M	Sell	17,482 -477	-3%	-$46.2K	0.78%	32
2018 Q2	$1.67M	Buy	17,959 +15	+0.1%	+$1.38K	0.73%	33
2018 Q1	$1.64M	Buy	17,944 +433	+2%	+$40.5K	0.75%	31
2017 Q4	$1.59M	Sell	17,511 -2,366	-12%	-$222K	0.77%	31
2017 Q3	$1.81M	Sell	19,877 -738	-4%	-$66.1K	0.94%	22
2017 Q2	$1.85M	Buy	20,615 +110	+0.5%	+$9.75K	0.98%	21
2017 Q1	$1.81M	Buy	20,505 +12,512	+157%	+$1.09M	0.95%	23
2016 Q4	$685K	Buy	+7,993	New	+$672K	0.4%	68