EWS
Evergreen Wealth Solutions’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,735
| Closed | -$221K | – | 117 |
|
|
2024
Q2 | $221K | Sell |
1,735
-100
| -5% | -$12.7K | 0.16% | 106 |
|
|
2024
Q1 | $241K | Sell |
1,835
-108
| -6% | -$14.2K | 0.18% | 104 |
|
|
2023
Q4 | $243K | Buy |
+1,943
| New | +$243K | 0.21% | 100 |
|
|
2023
Q1 | – | Sell |
-1,878
| Closed | -$235K | – | 107 |
|
|
2022
Q4 | $235K | Sell |
1,878
-312
| -14% | -$39K | 0.31% | 82 |
|
|
2022
Q3 | $244K | Sell |
2,190
-2,680
| -55% | -$299K | 0.35% | 81 |
|
|
2022
Q2 | $578K | Buy |
4,870
+2,020
| +71% | +$240K | 0.71% | 46 |
|
|
2022
Q1 | $365K | Sell |
2,850
-1,123
| -28% | -$144K | 0.35% | 67 |
|
|
2021
Q4 | $513K | Buy |
+3,973
| New | +$513K | 0.47% | 48 |
|