LWS
Lucia Wealth Services’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.08M | Sell |
11,672
-1,187
| -9% | -$110K | 0.25% | 67 |
|
|
2020
Q2 | $1.17M | Buy |
12,859
+692
| +6% | +$63.1K | 0.31% | 52 |
|
|
2020
Q1 | $972K | Sell |
12,167
-658
| -5% | -$52.6K | 0.32% | 51 |
|
|
2019
Q4 | $1.38M | Buy |
12,825
+861
| +7% | +$92.6K | 0.42% | 50 |
|
|
2019
Q3 | $1.23M | Buy |
11,964
+1,417
| +13% | +$145K | 0.41% | 50 |
|
|
2019
Q2 | $1.06M | Sell |
10,547
-395
| -4% | -$39.8K | 0.37% | 53 |
|
|
2019
Q1 | $1.09M | Sell |
10,942
-84
| -0.8% | -$8.35K | 0.37% | 61 |
|
|
2018
Q4 | $987K | Buy |
11,026
+601
| +6% | +$53.8K | 0.46% | 46 |
|
|
2018
Q3 | $1.02M | Sell |
10,425
-135
| -1% | -$13.2K | 0.32% | 73 |
|
|
2018
Q2 | $979K | Sell |
10,560
-104
| -1% | -$9.64K | 0.43% | 57 |
|
|
2018
Q1 | $973K | Buy |
10,664
+7,336
| +220% | +$669K | 0.32% | 80 |
|
|
2017
Q4 | $314K | Buy |
+3,328
| New | +$314K | 0.14% | 103 |
|