EWM
EPG 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 | $273K | Sell |
2,012
-992
| -33% | -$135K | 0.08% | 166 |
|
|
2025
Q1 | $408K | Buy |
3,004
+6
| +0.2% | +$814 | 0.11% | 175 |
|
|
2024
Q4 | $396K | Sell |
2,998
-200
| -6% | -$26.4K | 0.1% | 174 |
|
|
2024
Q3 | $454K | Buy |
+3,198
| New | +$454K | 0.11% | 172 |
|
|
2024
Q2 | – | Sell |
-3,785
| Closed | -$497K | – | 176 |
|
|
2024
Q1 | $497K | Buy |
3,785
+6
| +0.2% | +$788 | 0.12% | 170 |
|
|
2023
Q4 | $462K | Sell |
3,779
-191
| -5% | -$23.4K | 0.12% | 165 |
|
|
2023
Q3 | $457K | Buy |
3,970
+8
| +0.2% | +$920 | 0.14% | 155 |
|
|
2023
Q2 | $486K | Buy |
3,962
+312
| +9% | +$38.2K | 0.14% | 150 |
|
|
2023
Q1 | $452K | Buy |
3,650
+13
| +0.4% | +$1.61K | 0.14% | 148 |
|
|
2022
Q4 | $455K | Buy |
3,637
+19
| +0.5% | +$2.38K | 0.17% | 112 |
|
|
2022
Q3 | $403K | Buy |
3,618
+16
| +0.4% | +$1.78K | 0.17% | 121 |
|
|
2022
Q2 | $427K | Sell |
3,602
-500
| -12% | -$59.3K | 0.18% | 115 |
|
|
2022
Q1 | $526K | Sell |
4,102
-481
| -10% | -$61.7K | 0.18% | 111 |
|
|
2021
Q4 | $592K | Sell |
4,583
-1,996
| -30% | -$258K | 0.21% | 99 |
|
|
2021
Q3 | $773K | Buy |
6,579
+651
| +11% | +$76.5K | 0.31% | 72 |
|
|
2021
Q2 | $725K | Buy |
5,928
+22
| +0.4% | +$2.69K | 0.31% | 79 |
|
|
2021
Q1 | $697K | Buy |
5,906
+2,932
| +99% | +$346K | 0.34% | 70 |
|
|
2020
Q4 | $315K | Buy |
2,974
+323
| +12% | +$34.2K | 0.19% | 102 |
|
|
2020
Q3 | $245K | Sell |
2,651
-606
| -19% | -$56K | 0.18% | 108 |
|
|
2020
Q2 | $297K | Sell |
3,257
-296
| -8% | -$27K | 0.21% | 103 |
|
|
2020
Q1 | $283K | Sell |
3,553
-242
| -6% | -$19.3K | 0.21% | 91 |
|
|
2019
Q4 | $408K | Buy |
+3,795
| New | +$408K | 0.3% | 58 |
|