CWM
Curi 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
Q1 | – | Sell |
-3,178
| Closed | -$397K | – | 126 |
|
|
2023
Q4 | $397K | Sell |
3,178
-36
| -1% | -$4.5K | 0.05% | 100 |
|
|
2023
Q3 | $370K | Sell |
3,214
-75
| -2% | -$8.63K | 0.06% | 99 |
|
|
2023
Q2 | $403K | Hold |
3,289
| – | – | 0.05% | 104 |
|
|
2023
Q1 | $407K | Hold |
3,289
| – | – | 0.06% | 102 |
|
|
2022
Q4 | $411K | Hold |
3,289
| – | – | 0.06% | 121 |
|
|
2022
Q3 | $367K | Buy |
+3,289
| New | +$367K | 0.06% | 119 |
|