CWM
C2C 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
Q3 | – | Sell |
-2,524
| Closed | -$312K | – | 248 |
|
|
2023
Q2 | $312K | Buy |
+2,524
| New | +$312K | 0.04% | 200 |
|
|
2022
Q2 | – | Sell |
-1,524
| Closed | -$201K | – | 208 |
|
|
2022
Q1 | $201K | Sell |
1,524
-28
| -2% | -$3.69K | 0.03% | 197 |
|
|
2021
Q4 | $200K | Buy |
+1,552
| New | +$200K | 0.03% | 213 |
|