GWMIA
Global Wealth Management Investment Advisory’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$16K | – | 664 |
|
|
2020
Q1 | $16K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2019
Q4 | $22K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2019
Q3 | $21K | Hold |
200
| – | – | 0.01% | 244 |
|
|
2019
Q2 | $20K | Hold |
200
| – | – | 0.01% | 276 |
|
|
2019
Q1 | $20K | Hold |
200
| – | – | 0.01% | 310 |
|
|
2018
Q4 | $18K | Buy |
+200
| New | +$18K | 0.01% | 312 |
|