LWA
Lenox Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $521K | Buy |
4,009
+1
| +0% | +$130 | 0.07% | 64 |
|
|
2021
Q4 | $518K | Buy |
4,008
+541
| +16% | +$69.9K | 0.06% | 64 |
|
|
2021
Q3 | $408K | Buy |
3,467
+30
| +0.9% | +$3.53K | 0.05% | 73 |
|
|
2021
Q2 | $420K | Buy |
3,437
+16
| +0.5% | +$1.96K | 0.05% | 74 |
|
|
2021
Q1 | $404K | Sell |
3,421
-582
| -15% | -$68.7K | 0.06% | 59 |
|
|
2020
Q4 | $424K | Buy |
4,003
+625
| +19% | +$66.2K | 0.06% | 55 |
|
|
2020
Q3 | $312K | Buy |
3,378
+686
| +25% | +$63.4K | 0.05% | 62 |
|
|
2020
Q2 | $246K | Hold |
2,692
| – | – | 0.04% | 62 |
|
|
2020
Q1 | $215K | Hold |
2,692
| – | – | 0.04% | 63 |
|
|
2019
Q4 | $290K | Sell |
2,692
-1,220
| -31% | -$131K | 0.05% | 69 |
|
|
2019
Q3 | $401K | Hold |
3,912
| – | – | 0.07% | 53 |
|
|
2019
Q2 | $395K | Hold |
3,912
| – | – | 0.07% | 46 |
|
|
2019
Q1 | $389K | Hold |
3,912
| – | – | 0.07% | 43 |
|
|
2018
Q4 | $350K | Hold |
3,912
| – | – | 0.07% | 47 |
|
|
2018
Q3 | $383K | Hold |
3,912
| – | – | 0.08% | 43 |
|
|
2018
Q2 | $363K | Hold |
3,912
| – | – | 0.08% | 35 |
|
|
2018
Q1 | $357K | Buy |
3,912
+5
| +0.1% | +$456 | 0.08% | 38 |
|
|
2017
Q4 | $369K | Hold |
3,907
| – | – | 0.1% | 23 |
|
|
2017
Q3 | $357K | Buy |
+3,907
| New | +$357K | 0.11% | 21 |
|