JWCA
J.W. Coons 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 | $283K | Hold |
2,085
| – | – | 0.06% | 210 |
|
|
2025
Q1 | $283K | Hold |
2,085
| – | – | 0.07% | 197 |
|
|
2024
Q4 | $275K | Hold |
2,085
| – | – | 0.07% | 201 |
|
|
2024
Q3 | $296K | Hold |
2,085
| – | – | 0.07% | 199 |
|
|
2024
Q2 | $265K | Hold |
2,085
| – | – | 0.06% | 204 |
|
|
2024
Q1 | $274K | Hold |
2,085
| – | – | 0.06% | 203 |
|
|
2023
Q4 | $261K | Hold |
2,085
| – | – | 0.07% | 207 |
|
|
2023
Q3 | $240K | Hold |
2,085
| – | – | 0.07% | 204 |
|
|
2023
Q2 | $256K | Hold |
2,085
| – | – | 0.07% | 208 |
|
|
2023
Q1 | $258K | Hold |
2,085
| – | – | 0.07% | 205 |
|
|
2022
Q4 | $261K | Sell |
2,085
-3,000
| -59% | -$375K | 0.08% | 202 |
|
|
2022
Q3 | $567K | Hold |
5,085
| – | – | 0.21% | 120 |
|
|
2022
Q2 | $603K | Hold |
5,085
| – | – | 0.21% | 121 |
|
|
2022
Q1 | $651K | Hold |
5,085
| – | – | 0.19% | 129 |
|
|
2021
Q4 | $656K | Buy |
5,085
+3,000
| +144% | +$387K | 0.2% | 125 |
|
|
2021
Q3 | $245K | Hold |
2,085
| – | – | 0.08% | 214 |
|
|
2021
Q2 | $255K | Sell |
2,085
-3,400
| -62% | -$416K | 0.09% | 192 |
|
|
2021
Q1 | $647K | Buy |
5,485
+3,400
| +163% | +$401K | 0.23% | 115 |
|
|
2020
Q4 | $221K | Sell |
2,085
-3,400
| -62% | -$360K | 0.08% | 191 |
|
|
2020
Q3 | $507K | Buy |
+5,485
| New | +$507K | 0.21% | 119 |
|