AWM
Activest Wealth Management’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 | $112K | Sell |
823
-151
| -16% | -$20.5K | 0.03% | 136 |
|
|
2025
Q1 | $132K | Sell |
974
-100
| -9% | -$13.6K | 0.04% | 115 |
|
|
2024
Q4 | $142K | Buy |
1,074
+495
| +85% | +$65.4K | 0.04% | 100 |
|
|
2024
Q3 | $82.2K | Hold |
579
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $73.6K | Sell |
579
-184
| -24% | -$23.4K | 0.02% | 141 |
|
|
2024
Q1 | $100K | Buy |
763
+46
| +6% | +$6.04K | 0.05% | 80 |
|
|
2023
Q4 | $89.6K | Sell |
717
-3
| -0.4% | -$375 | 0.05% | 63 |
|
|
2023
Q3 | $82.8K | Buy |
+720
| New | +$82.8K | 0.05% | 69 |
|
|
2023
Q2 | – | Sell |
-270
| Closed | -$32.9K | – | 397 |
|
|
2023
Q1 | $32.9K | Sell |
270
-572
| -68% | -$69.8K | 0.02% | 101 |
|
|
2022
Q4 | $105K | Hold |
842
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $94K | Buy |
842
+572
| +212% | +$63.9K | 0.03% | 137 |
|
|
2022
Q2 | $32K | Hold |
270
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $35K | Hold |
270
| – | – | 0.02% | 123 |
|
|
2021
Q4 | $35K | Hold |
270
| – | – | 0.02% | 129 |
|
|
2021
Q3 | $32K | Hold |
270
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $33K | Hold |
270
| – | – | 0.02% | 120 |
|
|
2021
Q1 | $32K | Buy |
+270
| New | +$32K | 0.03% | 125 |
|