IWAG
Integer Wealth Advisors Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.26M | Sell |
10,519
-1,531
| -13% | -$183K | 0.69% | 32 |
|
|
2020
Q4 | $1.31M | Sell |
12,050
-128
| -1% | -$13.9K | 0.86% | 30 |
|
|
2020
Q3 | $1.13M | Buy |
12,178
+1,855
| +18% | +$171K | 1.03% | 25 |
|
|
2020
Q2 | $911K | Buy |
10,323
+2
| +0% | +$176 | 0.93% | 25 |
|
|
2020
Q1 | $903K | Sell |
10,321
-389
| -4% | -$34K | 1.03% | 24 |
|
|
2019
Q4 | $1.14M | Buy |
+10,710
| New | +$1.14M | 1.13% | 22 |
|