EWA
EverSource Wealth Advisors’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 | $1.69M | Sell |
12,439
-341
| -3% | -$46.3K | 0.08% | 183 |
|
|
2025
Q1 | $1.73M | Sell |
12,780
-3,194
| -20% | -$433K | 0.1% | 169 |
|
|
2024
Q4 | $2.11M | Sell |
15,974
-12,475
| -44% | -$1.65M | 0.12% | 140 |
|
|
2024
Q3 | $4.04M | Buy |
28,449
+8
| +0% | +$1.14K | 0.26% | 82 |
|
|
2024
Q2 | $3.83M | Buy |
28,441
+1,257
| +5% | +$169K | 0.25% | 86 |
|
|
2024
Q1 | $3.46M | Buy |
27,184
+1,900
| +8% | +$242K | 0.27% | 84 |
|
|
2023
Q4 | $3.16M | Sell |
25,284
-2,292
| -8% | -$286K | 0.29% | 81 |
|
|
2023
Q3 | $3.17M | Sell |
27,576
-2,263
| -8% | -$260K | 0.34% | 74 |
|
|
2023
Q2 | $3.66M | Buy |
29,839
+539
| +2% | +$66.1K | 0.4% | 67 |
|
|
2023
Q1 | $3.62M | Buy |
29,300
+1,433
| +5% | +$177K | 0.45% | 59 |
|
|
2022
Q4 | $3.49M | Sell |
27,867
-258
| -0.9% | -$32.3K | 0.53% | 48 |
|
|
2022
Q3 | $3.14M | Buy |
28,125
+1,283
| +5% | +$143K | 0.72% | 28 |
|
|
2022
Q2 | $3.19M | Buy |
26,842
+5,568
| +26% | +$661K | 0.82% | 25 |
|
|
2022
Q1 | $2.73M | Buy |
21,274
+2,331
| +12% | +$299K | 0.69% | 30 |
|
|
2021
Q4 | $2.45M | Buy |
+18,943
| New | +$2.45M | 0.68% | 26 |
|