EWP
Elevation 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 | $14.3K | Sell |
105
-11
| -9% | -$1.49K | 0.01% | 341 |
|
|
2025
Q1 | $15.7K | Sell |
116
-31
| -21% | -$4.21K | 0.01% | 330 |
|
|
2024
Q4 | $19.4K | Hold |
147
| – | – | 0.01% | 313 |
|
|
2024
Q3 | $20.9K | Hold |
147
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $18.7K | Hold |
147
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $19.3K | Hold |
147
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $16.9K | Hold |
147
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $16.9K | Hold |
147
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $18K | Hold |
147
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $18.2K | Buy |
+147
| New | +$18.2K | 0.02% | 228 |
|