BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $136K | Hold |
1,113
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $138K | Hold |
1,113
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $139K | Hold |
1,113
| – | – | 0.02% | 273 |
|
|
2022
Q3 | $124K | Hold |
1,113
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $132K | Hold |
1,113
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $143K | Hold |
1,113
| – | – | 0.02% | 273 |
|
|
2021
Q4 | $144K | Hold |
1,113
| – | – | 0.02% | 292 |
|
|
2021
Q3 | $131K | Hold |
1,113
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $136K | Hold |
1,113
| – | – | 0.02% | 281 |
|
|
2021
Q1 | $131K | Hold |
1,113
| – | – | 0.02% | 273 |
|
|
2020
Q4 | $118K | Hold |
1,113
| – | – | 0.02% | 263 |
|
|
2020
Q3 | $103K | Hold |
1,113
| – | – | 0.02% | 261 |
|
|
2020
Q2 | $101K | Hold |
1,113
| – | – | 0.02% | 276 |
|
|
2020
Q1 | $89K | Hold |
1,113
| – | – | 0.02% | 266 |
|
|
2019
Q4 | $120K | Hold |
1,113
| – | – | 0.02% | 258 |
|
|
2019
Q3 | $114K | Hold |
1,113
| – | – | 0.02% | 246 |
|
|
2019
Q2 | $112K | Hold |
1,113
| – | – | 0.02% | 252 |
|
|
2019
Q1 | $111K | Hold |
1,113
| – | – | 0.02% | 266 |
|
|
2018
Q4 | $100K | Hold |
1,113
| – | – | 0.02% | 236 |
|
|
2018
Q3 | $109K | Sell |
1,113
-22
| -2% | -$2.16K | 0.02% | 248 |
|
|
2018
Q2 | $105K | Buy |
+1,135
| New | +$105K | 0.02% | 248 |
|