FFWM
Future Financial 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 | $217K | Hold |
1,600
| – | – | 0.15% | 105 |
|
|
2025
Q1 | $217K | Hold |
1,600
| – | – | 0.16% | 105 |
|
|
2024
Q4 | $211K | Hold |
1,600
| – | – | 0.15% | 107 |
|
|
2024
Q3 | $227K | Hold |
1,600
| – | – | 0.16% | 104 |
|
|
2024
Q2 | $203K | Hold |
1,600
| – | – | 0.18% | 111 |
|
|
2024
Q1 | $210K | Buy |
+1,600
| New | +$210K | 0.16% | 108 |
|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$200K | – | 121 |
|
|
2022
Q4 | $200K | Buy |
+1,600
| New | +$200K | 0.23% | 100 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$205K | – | 137 |
|
|
2022
Q2 | $205K | Hold |
1,600
| – | – | 0.2% | 121 |
|
|
2022
Q1 | $205K | Hold |
1,600
| – | – | 0.17% | 121 |
|
|
2021
Q4 | $206K | Buy |
+1,600
| New | +$206K | 0.16% | 121 |
|