FWM
FSA 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 | $3.44M | Sell |
25,336
-558
| -2% | -$75.7K | 1.34% | 11 |
|
|
2025
Q1 | $3.51M | Buy |
25,894
+1,395
| +6% | +$189K | 1.49% | 11 |
|
|
2024
Q4 | $3.24M | Sell |
24,499
-56
| -0.2% | -$7.4K | 1.31% | 12 |
|
|
2024
Q3 | $3.49M | Buy |
+24,555
| New | +$3.49M | 1.39% | 12 |
|
|
2024
Q1 | $3.26M | Sell |
24,864
-8
| -0% | -$1.05K | 1.42% | 11 |
|
|
2023
Q4 | $3.11M | Sell |
24,872
-209
| -0.8% | -$26.1K | 1.47% | 12 |
|
|
2023
Q3 | $2.88M | Sell |
25,081
-1,746
| -7% | -$201K | 1.61% | 12 |
|
|
2023
Q2 | $3.29M | Sell |
26,827
-485
| -2% | -$59.5K | 1.77% | 12 |
|
|
2023
Q1 | $3.38M | Sell |
27,312
-674
| -2% | -$83.4K | 1.96% | 11 |
|
|
2022
Q4 | $3.5M | Sell |
27,986
-613
| -2% | -$76.7K | 2.04% | 11 |
|
|
2022
Q3 | $3.19M | Buy |
28,599
+26,791
| +1,482% | +$2.99M | 2.23% | 11 |
|
|
2022
Q2 | $215K | Sell |
1,808
-32,506
| -95% | -$3.87M | 0.6% | 23 |
|
|
2022
Q1 | $4.43M | Hold |
34,314
| – | – | 2.58% | 12 |
|
|
2021
Q4 | $4.43M | Sell |
34,314
-27
| -0.1% | -$3.49K | 2.58% | 12 |
|
|
2021
Q3 | $4.04M | Sell |
34,341
-245
| -0.7% | -$28.8K | 2.51% | 12 |
|
|
2021
Q2 | $4.23M | Sell |
34,586
-1,837
| -5% | -$225K | 2.66% | 12 |
|
|
2021
Q1 | $4.3M | Sell |
36,423
-847
| -2% | -$100K | 2.88% | 12 |
|
|
2020
Q4 | $3.95M | Sell |
37,270
-1,858
| -5% | -$197K | 1.97% | 14 |
|
|
2020
Q3 | $3.62M | Buy |
39,128
+321
| +0.8% | +$29.7K | 2.32% | 13 |
|
|
2020
Q2 | $3.54M | Buy |
38,807
+38,666
| +27,423% | +$3.53M | 2.41% | 12 |
|
|
2020
Q1 | $11K | Buy |
141
+1
| +0.7% | +$78 | 0.01% | 236 |
|
|
2019
Q4 | $15K | Buy |
+140
| New | +$15K | 0.01% | 259 |
|