KWMG
King 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 | $386K | Hold |
2,847
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $386K | Sell |
2,847
-150
| -5% | -$20.3K | 0.06% | 108 |
|
|
2024
Q4 | $396K | Hold |
2,997
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $426K | Buy |
2,997
+251
| +9% | +$35.7K | 0.07% | 97 |
|
|
2024
Q2 | $349K | Hold |
2,746
| – | – | 0.06% | 107 |
|
|
2024
Q1 | $360K | Sell |
2,746
-318
| -10% | -$41.7K | 0.06% | 99 |
|
|
2023
Q4 | $383K | Sell |
3,064
-150
| -5% | -$18.8K | 0.07% | 94 |
|
|
2023
Q3 | $370K | Buy |
3,214
+569
| +22% | +$65.5K | 0.08% | 95 |
|
|
2023
Q2 | $324K | Hold |
2,645
| – | – | 0.07% | 107 |
|
|
2023
Q1 | $327K | Hold |
2,645
| – | – | 0.07% | 108 |
|
|
2022
Q4 | $331K | Hold |
2,645
| – | – | 0.08% | 107 |
|
|
2022
Q3 | $295K | Hold |
2,645
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $314K | Sell |
2,645
-75
| -3% | -$8.9K | 0.08% | 116 |
|
|
2022
Q1 | $348K | Sell |
2,720
-50
| -2% | -$6.4K | 0.07% | 120 |
|
|
2021
Q4 | $358K | Hold |
2,770
| – | – | 0.07% | 124 |
|
|
2021
Q3 | $326K | Sell |
2,770
-159
| -5% | -$18.7K | 0.07% | 132 |
|
|
2021
Q2 | $358K | Hold |
2,929
| – | – | 0.07% | 123 |
|
|
2021
Q1 | $346K | Sell |
2,929
-87
| -3% | -$10.3K | 0.08% | 119 |
|
|
2020
Q4 | $319K | Hold |
3,016
| – | – | 0.07% | 122 |
|
|
2020
Q3 | $279K | Hold |
3,016
| – | – | 0.07% | 125 |
|
|
2020
Q2 | $275K | Sell |
3,016
-77
| -2% | -$7.02K | 0.08% | 118 |
|
|
2020
Q1 | $247K | Sell |
3,093
-660
| -18% | -$52.7K | 0.11% | 109 |
|
|
2019
Q4 | $404K | Sell |
3,753
-50
| -1% | -$5.38K | 0.11% | 88 |
|
|
2019
Q3 | $390K | Hold |
3,803
| – | – | 0.11% | 81 |
|
|
2019
Q2 | $384K | Hold |
3,803
| – | – | 0.11% | 87 |
|
|
2019
Q1 | $378K | Hold |
3,803
| – | – | 0.12% | 82 |
|
|
2018
Q4 | $340K | Hold |
3,803
| – | – | 0.12% | 80 |
|
|
2018
Q3 | $372K | Sell |
3,803
-256
| -6% | -$25K | 0.12% | 83 |
|
|
2018
Q2 | $376K | Hold |
4,059
| – | – | 0.13% | 79 |
|
|
2018
Q1 | $370K | Buy |
4,059
+100
| +3% | +$9.12K | 0.13% | 84 |
|
|
2017
Q4 | $374K | Hold |
3,959
| – | – | 0.13% | 84 |
|
|
2017
Q3 | $362K | Hold |
3,959
| – | – | 0.13% | 86 |
|
|
2017
Q2 | $352K | Sell |
3,959
-14
| -0.4% | -$1.25K | 0.14% | 86 |
|
|
2017
Q1 | $350K | Sell |
3,973
-100
| -2% | -$8.81K | 0.15% | 85 |
|
|
2016
Q4 | $348K | Hold |
4,073
| – | – | 0.16% | 80 |
|
|
2016
Q3 | $344K | Hold |
4,073
| – | – | 0.17% | 75 |
|
|
2016
Q2 | $341K | Hold |
4,073
| – | – | 0.18% | 69 |
|
|
2016
Q1 | $326K | Hold |
4,073
| – | – | 0.18% | 68 |
|
|
2015
Q4 | $300K | Hold |
4,073
| – | – | 0.17% | 75 |
|
|
2015
Q3 | $294K | Hold |
4,073
| – | – | 0.18% | 76 |
|
|
2015
Q2 | $310K | Hold |
4,073
| – | – | 0.17% | 77 |
|
|
2015
Q1 | $318K | Sell |
4,073
-100
| -2% | -$7.81K | 0.18% | 68 |
|
|
2014
Q4 | $329K | Sell |
4,173
-4,371
| -51% | -$345K | 0.17% | 79 |
|
|
2014
Q3 | $640K | Buy |
8,544
+2,170
| +34% | +$163K | 0.4% | 53 |
|
|
2014
Q2 | $487K | Sell |
6,374
-200
| -3% | -$15.3K | 0.3% | 60 |
|
|
2014
Q1 | $484K | Sell |
6,574
-662
| -9% | -$48.7K | 0.33% | 54 |
|
|
2013
Q4 | $526K | Buy |
+7,236
| New | +$526K | 0.3% | 69 |
|