HWM
Howard 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 | $1.25M | Sell |
9,214
-94
| -1% | -$12.8K | 0.63% | 45 |
|
|
2025
Q1 | $1.26M | Sell |
9,308
-214
| -2% | -$29K | 0.7% | 40 |
|
|
2024
Q4 | $1.26M | Buy |
9,522
+19
| +0.2% | +$2.51K | 0.68% | 43 |
|
|
2024
Q3 | $1.35M | Sell |
9,503
-113
| -1% | -$16.1K | 0.79% | 34 |
|
|
2024
Q2 | $1.22M | Buy |
9,616
+208
| +2% | +$26.5K | 0.96% | 26 |
|
|
2024
Q1 | $1.23M | Sell |
9,408
-655
| -7% | -$86K | 1% | 24 |
|
|
2023
Q4 | $1.26M | Sell |
10,063
-37
| -0.4% | -$4.62K | 1.05% | 23 |
|
|
2023
Q3 | $1.16M | Sell |
10,100
-43
| -0.4% | -$4.95K | 1.07% | 23 |
|
|
2023
Q2 | $1.24M | Sell |
10,143
-159
| -2% | -$19.5K | 1.08% | 22 |
|
|
2023
Q1 | $1.27M | Sell |
10,302
-215
| -2% | -$26.6K | 1.06% | 24 |
|
|
2022
Q4 | $1.32M | Buy |
10,517
+55
| +0.5% | +$6.88K | 1.08% | 25 |
|
|
2022
Q3 | $1.17M | Buy |
+10,462
| New | +$1.17M | 0.83% | 35 |
|
|
2022
Q2 | – | Sell |
-10,397
| Closed | -$1.33M | – | 113 |
|
|
2022
Q1 | $1.33M | Sell |
10,397
-44
| -0.4% | -$5.63K | 0.73% | 40 |
|
|
2021
Q4 | $1.35M | Buy |
10,441
+30
| +0.3% | +$3.87K | 0.71% | 41 |
|
|
2021
Q3 | $1.22M | Sell |
10,411
-100
| -1% | -$11.7K | 0.68% | 40 |
|
|
2021
Q2 | $1.29M | Sell |
10,511
-5
| -0% | -$611 | 0.71% | 39 |
|
|
2021
Q1 | $1.24M | Sell |
10,516
-85
| -0.8% | -$10K | 0.73% | 38 |
|
|
2020
Q4 | $1.12M | Buy |
10,601
+50
| +0.5% | +$5.29K | 0.7% | 39 |
|
|
2020
Q3 | $974K | Sell |
10,551
-420
| -4% | -$38.8K | 0.69% | 38 |
|
|
2020
Q2 | $1M | Buy |
10,971
+235
| +2% | +$21.4K | 0.82% | 35 |
|
|
2020
Q1 | $857K | Sell |
10,736
-404
| -4% | -$32.2K | 0.9% | 30 |
|
|
2019
Q4 | $1.2M | Buy |
+11,140
| New | +$1.2M | 1% | 21 |
|