HWA
Hillcrest 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 | $2.71M | Sell |
19,980
-100
| -0.5% | -$13.6K | 1.28% | 18 |
|
|
2025
Q1 | $2.72M | Sell |
20,080
-200
| -1% | -$27.1K | 1.35% | 18 |
|
|
2024
Q4 | $2.68M | Hold |
20,280
| – | – | 1.27% | 18 |
|
|
2024
Q3 | $2.88M | Hold |
20,280
| – | – | 1.44% | 18 |
|
|
2024
Q2 | $2.58M | Hold |
20,280
| – | – | 1.39% | 17 |
|
|
2024
Q1 | $2.66M | Sell |
20,280
-3,400
| -14% | -$446K | 1.44% | 17 |
|
|
2023
Q4 | $2.96M | Hold |
23,680
| – | – | 1.63% | 17 |
|
|
2023
Q3 | $2.72M | Sell |
23,680
-675
| -3% | -$77.6K | 1.55% | 16 |
|
|
2023
Q2 | $2.99M | Sell |
24,355
-425
| -2% | -$52.1K | 1.76% | 16 |
|
|
2023
Q1 | $3.07M | Sell |
24,780
-250
| -1% | -$30.9K | 1.82% | 15 |
|
|
2022
Q4 | $3.13M | Hold |
25,030
| – | – | 1.87% | 15 |
|
|
2022
Q3 | $2.79M | Hold |
25,030
| – | – | 1.77% | 15 |
|
|
2022
Q2 | $2.97M | Hold |
25,030
| – | – | 1.8% | 15 |
|
|
2022
Q1 | $3.21M | Sell |
25,030
-1,550
| -6% | -$199K | 1.78% | 17 |
|
|
2021
Q4 | $3.43M | Sell |
26,580
-2,250
| -8% | -$291K | 1.85% | 16 |
|
|
2021
Q3 | $3.39M | Buy |
28,830
+2,979
| +12% | +$350K | 2.01% | 15 |
|
|
2021
Q2 | $3.16M | Sell |
25,851
-300
| -1% | -$36.7K | 1.91% | 17 |
|
|
2021
Q1 | $3.09M | Sell |
26,151
-600
| -2% | -$70.8K | 1.88% | 18 |
|
|
2020
Q4 | $2.83M | Hold |
26,751
| – | – | 1.9% | 18 |
|
|
2020
Q3 | $2.47M | Buy |
26,751
+1,500
| +6% | +$139K | 1.76% | 19 |
|
|
2020
Q2 | $2.3M | Sell |
25,251
-300
| -1% | -$27.4K | 1.99% | 18 |
|
|
2020
Q1 | $2.04M | Sell |
25,551
-1,700
| -6% | -$136K | 2.04% | 18 |
|
|
2019
Q4 | $2.93M | Hold |
27,251
| – | – | 2.44% | 17 |
|
|
2019
Q3 | $2.8M | Hold |
27,251
| – | – | 2.4% | 16 |
|
|
2019
Q2 | $2.75M | Hold |
27,251
| – | – | 2.32% | 16 |
|
|
2019
Q1 | $2.71M | Sell |
27,251
-1,000
| -4% | -$99.4K | 2.38% | 16 |
|
|
2018
Q4 | $2.53M | Buy |
+28,251
| New | +$2.53M | 2.35% | 16 |
|