LRWA
Long Run 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
14,255
-197
| -1% | -$26.7K | 0.41% | 45 |
|
|
2025
Q1 | $1.96M | Buy |
14,452
+88
| +0.6% | +$11.9K | 0.44% | 43 |
|
|
2024
Q4 | $1.9M | Buy |
14,364
+86
| +0.6% | +$11.4K | 0.45% | 46 |
|
|
2024
Q3 | $2.03M | Sell |
14,278
-633
| -4% | -$89.9K | 0.48% | 46 |
|
|
2024
Q2 | $1.9M | Hold |
14,911
| – | – | 0.48% | 45 |
|
|
2024
Q1 | $1.96M | Hold |
14,911
| – | – | 0.52% | 44 |
|
|
2023
Q4 | $1.86M | Hold |
14,911
| – | – | 0.54% | 45 |
|
|
2023
Q3 | $1.71M | Hold |
14,911
| – | – | 0.56% | 45 |
|
|
2023
Q2 | $1.83M | Buy |
14,911
+35
| +0.2% | +$4.29K | 0.58% | 46 |
|
|
2023
Q1 | $1.84M | Sell |
14,876
-6,645
| -31% | -$822K | 0.63% | 44 |
|
|
2022
Q4 | $2.69M | Sell |
21,521
-116
| -0.5% | -$14.5K | 0.97% | 31 |
|
|
2022
Q3 | $2.41M | Buy |
21,637
+115
| +0.5% | +$12.8K | 0.96% | 30 |
|
|
2022
Q2 | $2.55M | Buy |
21,522
+1,543
| +8% | +$183K | 0.99% | 29 |
|
|
2022
Q1 | $2.56M | Sell |
19,979
-24
| -0.1% | -$3.08K | 0.89% | 33 |
|
|
2021
Q4 | $2.58M | Buy |
+20,003
| New | +$2.58M | 0.9% | 33 |
|