CWM
Core 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 | $312K | Hold |
2,298
| – | – | 0.11% | 24 |
|
|
2025
Q1 | $312K | Hold |
2,298
| – | – | 0.12% | 24 |
|
|
2024
Q4 | $304K | Hold |
2,298
| – | – | 0.12% | 24 |
|
|
2024
Q3 | $292K | Hold |
2,298
| – | – | 0.12% | 20 |
|
|
2024
Q2 | $292K | Sell |
2,298
-116
| -5% | -$14.8K | 0.12% | 20 |
|
|
2024
Q1 | $317K | Sell |
2,414
-235
| -9% | -$30.8K | 0.14% | 17 |
|
|
2023
Q4 | $331K | Hold |
2,649
| – | – | 0.16% | 16 |
|
|
2023
Q3 | $305K | Hold |
2,649
| – | – | 0.16% | 14 |
|
|
2023
Q2 | $325K | Hold |
2,649
| – | – | 0.16% | 15 |
|
|
2023
Q1 | $328K | Hold |
2,649
| – | – | 0.18% | 13 |
|
|
2022
Q4 | $331K | Buy |
+2,649
| New | +$331K | 0.19% | 12 |
|