BWP
Baldwin Wealth Partners’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 | $438K | Hold |
3,230
| – | – | 0.03% | 153 |
|
|
2025
Q1 | $438K | Sell |
3,230
-150
| -4% | -$20.4K | 0.03% | 155 |
|
|
2024
Q4 | $446K | Hold |
3,380
| – | – | 0.03% | 162 |
|
|
2024
Q3 | $480K | Hold |
3,380
| – | – | 0.03% | 203 |
|
|
2024
Q2 | $430K | Hold |
3,380
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $444K | Hold |
3,380
| – | – | 0.03% | 162 |
|
|
2023
Q4 | $422K | Sell |
3,380
-291
| -8% | -$36.4K | 0.03% | 159 |
|
|
2023
Q3 | $422K | Sell |
3,671
-600
| -14% | -$69K | 0.04% | 166 |
|
|
2023
Q2 | $524K | Hold |
4,271
| – | – | 0.04% | 156 |
|
|
2023
Q1 | $528K | Hold |
4,271
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $534K | Buy |
+4,271
| New | +$534K | 0.05% | 151 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$3K | – | 522 |
|
|
2018
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 469 |
|
|
2017
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 453 |
|
|
2017
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 454 |
|
|
2017
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 466 |
|
|
2016
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 483 |
|
|
2016
Q3 | $3K | Sell |
34
-240
| -88% | -$21.2K | ﹤0.01% | 501 |
|
|
2016
Q2 | $23K | Hold |
274
| – | – | ﹤0.01% | 326 |
|
|
2016
Q1 | $22K | Buy |
+274
| New | +$22K | ﹤0.01% | 358 |
|