Ironwood Wealth Management (West Virginia)’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-84,017
| Closed | -$11.8M | – | 23 |
|
|
2024
Q3 | $11.8M | Sell |
84,017
-209
| -0.2% | -$29.4K | 5.8% | 10 |
|
|
2024
Q2 | $10.9M | Buy |
84,226
+1,142
| +1% | +$148K | 5.51% | 10 |
|
|
2024
Q1 | $10.6M | Buy |
83,084
+1,173
| +1% | +$149K | 5.55% | 10 |
|
|
2023
Q4 | $10.2M | Buy |
81,911
+5,825
| +8% | +$723K | 5.56% | 10 |
|
|
2023
Q3 | $8.57M | Buy |
76,086
+2,791
| +4% | +$314K | 5.12% | 10 |
|
|
2023
Q2 | $8.87M | Buy |
73,295
+5,632
| +8% | +$682K | 5.16% | 10 |
|
|
2023
Q1 | $8.32M | Buy |
67,663
+593
| +0.9% | +$72.9K | 4.96% | 10 |
|
|
2022
Q4 | $8.67M | Buy |
67,070
+1,044
| +2% | +$135K | 5.08% | 9 |
|
|
2022
Q3 | $7.46M | Buy |
+66,026
| New | +$7.46M | 5.36% | 9 |
|