JWM
Jeppson 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 | $1.44M | Sell |
10,595
-55
| -0.5% | -$7.47K | 0.5% | 52 |
|
|
2025
Q1 | $1.44M | Sell |
10,650
-100
| -0.9% | -$13.6K | 0.53% | 51 |
|
|
2024
Q4 | $1.42M | Sell |
10,750
-390
| -4% | -$51.5K | 0.52% | 53 |
|
|
2024
Q3 | $1.58M | Sell |
11,140
-390
| -3% | -$55.4K | 0.57% | 45 |
|
|
2024
Q2 | $1.47M | Sell |
11,530
-515
| -4% | -$65.5K | 0.56% | 47 |
|
|
2024
Q1 | $1.58M | Sell |
12,045
-550
| -4% | -$72.2K | 0.61% | 44 |
|
|
2023
Q4 | $1.57M | Sell |
12,595
-55
| -0.4% | -$6.87K | 0.65% | 39 |
|
|
2023
Q3 | $1.45M | Sell |
12,650
-75
| -0.6% | -$8.63K | 0.67% | 34 |
|
|
2023
Q2 | $1.56M | Sell |
12,725
-395
| -3% | -$48.4K | 0.68% | 33 |
|
|
2023
Q1 | $1.62M | Sell |
13,120
-1,197
| -8% | -$148K | 0.71% | 31 |
|
|
2022
Q4 | $1.79M | Sell |
14,317
-2,041
| -12% | -$255K | 0.75% | 28 |
|
|
2022
Q3 | $1.82M | Sell |
16,358
-440
| -3% | -$49.1K | 0.83% | 24 |
|
|
2022
Q2 | $1.99M | Buy |
+16,798
| New | +$1.99M | 0.86% | 22 |
|