BWA
BDO Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $107K | Buy |
875
+10
| +1% | +$1.23K | 0.01% | 335 |
|
|
2023
Q1 | $107K | Hold |
865
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $108K | Hold |
865
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $96K | Hold |
865
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $103K | Hold |
865
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $111K | Hold |
865
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $112K | Hold |
865
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $102K | Hold |
865
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $106K | Hold |
865
| – | – | 0.01% | 362 |
|
|
2021
Q1 | $102K | Buy |
865
+300
| +53% | +$35.4K | 0.01% | 355 |
|
|
2020
Q4 | $60K | Buy |
565
+400
| +242% | +$42.5K | 0.01% | 337 |
|
|
2020
Q3 | $15K | Sell |
165
-319
| -66% | -$29K | ﹤0.01% | 453 |
|
|
2020
Q2 | $44K | Hold |
484
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $39K | Buy |
+484
| New | +$39K | 0.01% | 361 |
|
|
2018
Q1 | – | Sell |
-6,500
| Closed | -$614K | – | 611 |
|
|
2017
Q4 | $614K | Buy |
6,500
+4,925
| +313% | +$465K | 0.28% | 68 |
|
|
2017
Q3 | $144K | Buy |
1,575
+200
| +15% | +$18.3K | 0.07% | 121 |
|
|
2017
Q2 | $122K | Buy |
+1,375
| New | +$122K | 0.05% | 152 |
|