AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-234
| Closed | -$30.7K | – | 189 |
|
|
2024
Q1 | $30.7K | Hold |
234
| – | – | 0.02% | 147 |
|
|
2023
Q4 | $29.2K | Hold |
234
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $26.9K | Sell |
234
-94
| -29% | -$10.8K | 0.02% | 134 |
|
|
2023
Q2 | $40.2K | Sell |
328
-539
| -62% | -$66.1K | 0.03% | 127 |
|
|
2023
Q1 | $107K | Hold |
867
| – | – | 0.09% | 107 |
|
|
2022
Q4 | $108K | Hold |
867
| – | – | 0.09% | 105 |
|
|
2022
Q3 | $97K | Hold |
867
| – | – | 0.09% | 99 |
|
|
2022
Q2 | $103K | Hold |
867
| – | – | 0.09% | 103 |
|
|
2022
Q1 | $111K | Hold |
867
| – | – | 0.09% | 102 |
|
|
2021
Q4 | $112K | Buy |
+867
| New | +$112K | 0.09% | 104 |
|