Darwin 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 | – | Sell |
-287
| Closed | -$38K | – | 664 |
|
|
2025
Q1 | $38K | Hold |
287
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $38K | Buy |
287
+2
| +0.7% | +$265 | 0.01% | 249 |
|
|
2024
Q3 | $40.5K | Buy |
+285
| New | +$40.5K | 0.01% | 248 |
|
|
2020
Q2 | – | Sell |
-1,269
| Closed | -$101K | – | 653 |
|
|
2020
Q1 | $101K | Buy |
+1,269
| New | +$101K | 0.03% | 176 |
|