CTWM
Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
2,310
| – | – | 0.07% | 123 |
|
|
2025
Q1 | $313K | Hold |
2,310
| – | – | 0.08% | 125 |
|
|
2024
Q4 | $305K | Sell |
2,310
-71
| -3% | -$9.38K | 0.08% | 126 |
|
|
2024
Q3 | $338K | Hold |
2,381
| – | – | 0.08% | 127 |
|
|
2024
Q2 | $303K | Hold |
2,381
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $312K | Hold |
2,381
| – | – | 0.08% | 128 |
|
|
2023
Q4 | $298K | Buy |
2,381
+134
| +6% | +$16.7K | 0.08% | 128 |
|
|
2023
Q3 | $258K | Hold |
2,247
| – | – | 0.08% | 129 |
|
|
2023
Q2 | $275K | Buy |
+2,247
| New | +$275K | 0.08% | 124 |
|