KOMWMG
Kerntke Otto McGlone Wealth Management Group’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 | $287K | Buy |
2,113
+1
| +0% | +$136 | 0.23% | 63 |
|
|
2025
Q1 | $287K | Buy |
2,112
+13
| +0.6% | +$1.76K | 0.25% | 59 |
|
|
2024
Q4 | $277K | Buy |
2,099
+41
| +2% | +$5.42K | 0.2% | 63 |
|
|
2024
Q3 | $292K | Buy |
2,058
+11
| +0.5% | +$1.56K | 0.24% | 59 |
|
|
2024
Q2 | $260K | Buy |
2,047
+14
| +0.7% | +$1.78K | 0.24% | 63 |
|
|
2024
Q1 | $267K | Sell |
2,033
-1,177
| -37% | -$155K | 0.26% | 57 |
|
|
2023
Q4 | $401K | Buy |
3,210
+25
| +0.8% | +$3.13K | 0.4% | 39 |
|
|
2023
Q3 | $366K | Buy |
3,185
+21
| +0.7% | +$2.42K | 0.38% | 41 |
|
|
2023
Q2 | $388K | Buy |
3,164
+21
| +0.7% | +$2.58K | 0.38% | 43 |
|
|
2023
Q1 | $389K | Buy |
3,143
+18
| +0.6% | +$2.23K | 0.4% | 41 |
|
|
2022
Q4 | $391K | Buy |
3,125
+22
| +0.7% | +$2.75K | 0.45% | 39 |
|
|
2022
Q3 | $346K | Buy |
3,103
+20
| +0.6% | +$2.23K | 0.52% | 36 |
|
|
2022
Q2 | $366K | Buy |
3,083
+624
| +25% | +$74.1K | 0.55% | 35 |
|
|
2022
Q1 | $315K | Sell |
2,459
-386
| -14% | -$49.4K | 0.72% | 25 |
|
|
2021
Q4 | $367K | Buy |
2,845
+278
| +11% | +$35.9K | 0.45% | 43 |
|
|
2021
Q3 | $302K | Sell |
2,567
-15,205
| -86% | -$1.79M | 0.9% | 28 |
|
|
2021
Q2 | $2.17M | Buy |
17,772
+580
| +3% | +$70.9K | 0.87% | 29 |
|
|
2021
Q1 | $2.03M | Sell |
17,192
-267
| -2% | -$31.5K | 1.06% | 28 |
|
|
2020
Q4 | $1.85M | Sell |
17,459
-755
| -4% | -$80K | 1.09% | 26 |
|
|
2020
Q3 | $1.68M | Sell |
18,214
-1,851
| -9% | -$171K | 1.24% | 23 |
|
|
2020
Q2 | $1.83M | Sell |
20,065
-52
| -0.3% | -$4.74K | 1.67% | 17 |
|
|
2020
Q1 | $1.61M | Buy |
20,117
+184
| +0.9% | +$14.7K | 1.8% | 16 |
|
|
2019
Q4 | $2.14M | Buy |
+19,933
| New | +$2.14M | 1.81% | 16 |
|