LWM
LJI 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 | $469K | Sell |
3,453
-65
| -2% | -$8.82K | 0.08% | 95 |
|
|
2025
Q1 | $477K | Buy |
3,518
+4
| +0.1% | +$543 | 0.1% | 88 |
|
|
2024
Q4 | $464K | Buy |
3,514
+5
| +0.1% | +$661 | 0.09% | 96 |
|
|
2024
Q3 | $498K | Buy |
3,509
+4
| +0.1% | +$568 | 0.1% | 106 |
|
|
2024
Q2 | $446K | Buy |
+3,505
| New | +$446K | 0.1% | 107 |
|
|
2024
Q1 | – | Sell |
-3,540
| Closed | -$442K | – | 165 |
|
|
2023
Q4 | $442K | Buy |
3,540
+5
| +0.1% | +$625 | 0.11% | 94 |
|
|
2023
Q3 | $407K | Sell |
3,535
-109,417
| -97% | -$12.6M | 0.12% | 92 |
|
|
2023
Q2 | $433K | Buy |
112,952
+109,468
| +3,142% | +$419K | 0.13% | 85 |
|
|
2023
Q1 | $431K | Buy |
3,484
+4
| +0.1% | +$495 | 0.14% | 82 |
|
|
2022
Q4 | $435K | Buy |
+3,480
| New | +$435K | 0.15% | 75 |
|