CSWM
Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $63K | Hold |
477
| – | – | 0.02% | 188 |
|
|
2024
Q3 | $67.8K | Hold |
477
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $60.7K | Hold |
477
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $62.6K | Hold |
477
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $59.6K | Hold |
477
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $54.9K | Hold |
477
| – | – | 0.03% | 186 |
|
|
2023
Q2 | $58.5K | Hold |
477
| – | – | 0.03% | 178 |
|
|
2023
Q1 | $59K | Hold |
477
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $59.7K | Buy |
+477
| New | +$59.7K | 0.04% | 178 |
|
|
2022
Q1 | – | Sell |
-477
| Closed | -$62K | – | 509 |
|
|
2021
Q4 | $62K | Buy |
+477
| New | +$62K | 0.04% | 181 |
|