KWM
Kaydan 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 | $650K | Sell |
4,790
-260
| -5% | -$35.3K | 0.21% | 54 |
|
|
2025
Q1 | $685K | Sell |
5,050
-5
| -0.1% | -$678 | 0.22% | 49 |
|
|
2024
Q4 | $668K | Buy |
5,055
+98
| +2% | +$12.9K | 0.22% | 50 |
|
|
2024
Q3 | $704K | Sell |
4,957
-21
| -0.4% | -$2.98K | 0.21% | 46 |
|
|
2024
Q2 | $633K | Sell |
4,978
-371
| -7% | -$47.2K | 0.22% | 48 |
|
|
2024
Q1 | $702K | Buy |
5,349
+231
| +5% | +$30.3K | 0.24% | 43 |
|
|
2023
Q4 | $640K | Sell |
5,118
-177
| -3% | -$22.1K | 0.26% | 47 |
|
|
2023
Q3 | $609K | Buy |
5,295
+35
| +0.7% | +$4.03K | 0.24% | 41 |
|
|
2023
Q2 | $645K | Sell |
5,260
-100
| -2% | -$12.3K | 0.27% | 42 |
|
|
2023
Q1 | $663K | Buy |
5,360
+97
| +2% | +$12K | 0.27% | 40 |
|
|
2022
Q4 | $658K | Buy |
5,263
+305
| +6% | +$38.2K | 0.26% | 39 |
|
|
2022
Q3 | $553K | Buy |
4,958
+817
| +20% | +$91.1K | 0.31% | 40 |
|
|
2022
Q2 | $492K | Buy |
4,141
+551
| +15% | +$65.4K | 0.27% | 49 |
|
|
2022
Q1 | $460K | Buy |
3,590
+142
| +4% | +$18.2K | 0.2% | 59 |
|
|
2021
Q4 | $445K | Buy |
+3,448
| New | +$445K | 0.17% | 63 |
|