BOPW
Brandywine Oak Private Wealth’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 | $244K | Sell |
1,798
-68
| -4% | -$9.23K | 0.02% | 209 |
|
|
2025
Q1 | $253K | Hold |
1,866
| – | – | 0.02% | 197 |
|
|
2024
Q4 | $246K | Buy |
1,866
+15
| +0.8% | +$1.98K | 0.02% | 205 |
|
|
2024
Q3 | $263K | Sell |
1,851
-674
| -27% | -$95.7K | 0.03% | 206 |
|
|
2024
Q2 | $321K | Buy |
2,525
+26
| +1% | +$3.31K | 0.03% | 185 |
|
|
2024
Q1 | $328K | Sell |
2,499
-84
| -3% | -$11K | 0.03% | 185 |
|
|
2023
Q4 | $323K | Buy |
2,583
+46
| +2% | +$5.75K | 0.04% | 182 |
|
|
2023
Q3 | $292K | Buy |
2,537
+123
| +5% | +$14.1K | 0.03% | 187 |
|
|
2023
Q2 | $296K | Sell |
2,414
-96
| -4% | -$11.8K | 0.03% | 197 |
|
|
2023
Q1 | $311K | Buy |
2,510
+75
| +3% | +$9.28K | 0.04% | 194 |
|
|
2022
Q4 | $305K | Hold |
2,435
| – | – | 0.04% | 196 |
|
|
2022
Q3 | $271K | Buy |
2,435
+732
| +43% | +$81.5K | 0.04% | 217 |
|
|
2022
Q2 | $202K | Buy |
+1,703
| New | +$202K | 0.03% | 308 |
|
|
2021
Q2 | – | Sell |
-2,124
| Closed | -$250K | – | 344 |
|
|
2021
Q1 | $250K | Sell |
2,124
-80
| -4% | -$9.42K | 0.04% | 239 |
|
|
2020
Q4 | $233K | Sell |
2,204
-45
| -2% | -$4.76K | 0.04% | 247 |
|
|
2020
Q3 | $207K | Sell |
2,249
-16
| -0.7% | -$1.47K | 0.03% | 254 |
|
|
2020
Q2 | $206K | Sell |
2,265
-955
| -30% | -$86.9K | 0.04% | 239 |
|
|
2020
Q1 | $226K | Sell |
3,220
-13,485
| -81% | -$946K | 0.05% | 194 |
|
|
2019
Q4 | $1.8M | Buy |
16,705
+608
| +4% | +$65.4K | 0.33% | 47 |
|
|
2019
Q3 | $1.65M | Buy |
16,097
+1,076
| +7% | +$110K | 0.31% | 52 |
|
|
2019
Q2 | $1.52M | Buy |
15,021
+1,770
| +13% | +$179K | 0.3% | 56 |
|
|
2019
Q1 | $1.32M | Sell |
13,251
-2,267
| -15% | -$225K | 0.27% | 55 |
|
|
2018
Q4 | $1.56M | Buy |
+15,518
| New | +$1.56M | 0.35% | 49 |
|