DWMG
DB Wealth Management Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $454K | Sell |
3,634
-3,016
| -45% | -$377K | 0.26% | 61 |
|
|
2023
Q3 | $765K | Sell |
6,650
-2,322
| -26% | -$267K | 0.48% | 40 |
|
|
2023
Q2 | $1.1M | Sell |
8,972
-2,052
| -19% | -$252K | 0.67% | 34 |
|
|
2023
Q1 | $1.36M | Sell |
11,024
-335
| -3% | -$41.4K | 0.86% | 24 |
|
|
2022
Q4 | $1.42M | Buy |
11,359
+252
| +2% | +$31.5K | 0.92% | 24 |
|
|
2022
Q3 | $1.24M | Buy |
11,107
+76
| +0.7% | +$8.47K | 0.88% | 27 |
|
|
2022
Q2 | $1.31M | Sell |
11,031
-525
| -5% | -$62.3K | 0.89% | 29 |
|
|
2022
Q1 | $1.48M | Buy |
11,556
+16
| +0.1% | +$2.05K | 0.89% | 30 |
|
|
2021
Q4 | $1.49M | Sell |
11,540
-929
| -7% | -$120K | 0.88% | 35 |
|
|
2021
Q3 | $1.47M | Sell |
12,469
-373
| -3% | -$43.9K | 0.94% | 31 |
|
|
2021
Q2 | $1.57M | Buy |
12,842
+44
| +0.3% | +$5.38K | 1% | 32 |
|
|
2021
Q1 | $1.51M | Sell |
12,798
-323
| -2% | -$38.1K | 1.04% | 27 |
|
|
2020
Q4 | $1.39M | Buy |
+13,121
| New | +$1.39M | 1.02% | 27 |
|