DWP
Destiny Wealth Partners’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 | $9.48M | Buy |
69,821
+933
| +1% | +$127K | 1.27% | 27 |
|
|
2025
Q1 | $9.35M | Buy |
68,888
+69
| +0.1% | +$9.36K | 1.48% | 22 |
|
|
2024
Q4 | $9.09M | Sell |
68,819
-4
| -0% | -$528 | 1.49% | 21 |
|
|
2024
Q3 | $9.78M | Sell |
68,823
-184
| -0.3% | -$26.1K | 1.71% | 20 |
|
|
2024
Q2 | $8.78M | Sell |
69,007
-2,368
| -3% | -$301K | 1.58% | 23 |
|
|
2024
Q1 | $9.37M | Buy |
71,375
+27
| +0% | +$3.54K | 1.68% | 22 |
|
|
2023
Q4 | $8.85M | Sell |
71,348
-542
| -0.8% | -$67.2K | 1.66% | 24 |
|
|
2023
Q3 | $8.27M | Buy |
71,890
+371
| +0.5% | +$42.7K | 1.67% | 22 |
|
|
2023
Q2 | $9.03M | Buy |
71,519
+816
| +1% | +$103K | 1.73% | 16 |
|
|
2023
Q1 | $8.75M | Sell |
70,703
-198
| -0.3% | -$24.5K | 1.81% | 16 |
|
|
2022
Q4 | $8.87M | Sell |
70,901
-271
| -0.4% | -$33.9K | 1.92% | 15 |
|
|
2022
Q3 | $7.94M | Sell |
71,172
-511
| -0.7% | -$57K | 1.78% | 17 |
|
|
2022
Q2 | $8.51M | Buy |
71,683
+197
| +0.3% | +$23.4K | 1.87% | 15 |
|
|
2022
Q1 | $9.16M | Sell |
71,486
-392
| -0.5% | -$50.2K | 1.78% | 18 |
|
|
2021
Q4 | $9.28M | Buy |
71,878
+1,290
| +2% | +$167K | 1.79% | 15 |
|
|
2021
Q3 | $8.3M | Buy |
70,588
+77
| +0.1% | +$9.05K | 1.67% | 18 |
|
|
2021
Q2 | $8.62M | Buy |
70,511
+1,158
| +2% | +$142K | 1.65% | 18 |
|
|
2021
Q1 | $8.19M | Sell |
69,353
-1,555
| -2% | -$184K | 1.71% | 19 |
|
|
2020
Q4 | $7.51M | Buy |
+70,908
| New | +$7.51M | 1.57% | 17 |
|