EWM
Evermay 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 | $44.2K | Hold |
326
| – | – | 0.01% | 330 |
|
|
2025
Q1 | $44.2K | Hold |
326
| – | – | 0.01% | 338 |
|
|
2024
Q4 | $43.1K | Hold |
326
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $46.3K | Hold |
326
| – | – | 0.01% | 345 |
|
|
2024
Q2 | $41.5K | Hold |
326
| – | – | 0.01% | 362 |
|
|
2024
Q1 | $42.8K | Hold |
326
| – | – | 0.01% | 365 |
|
|
2023
Q4 | $40.7K | Hold |
326
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $37.5K | Hold |
326
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $40K | Hold |
326
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $40.3K | Hold |
326
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $40.8K | Hold |
326
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $36K | Hold |
326
| – | – | 0.01% | 304 |
|
|
2022
Q2 | $39K | Buy |
+326
| New | +$39K | 0.01% | 294 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$12K | – | 518 |
|
|
2021
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 399 |
|