LWA
LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $272K | Buy |
2,174
+7
| +0.3% | +$876 | 0.1% | 56 |
|
|
2023
Q3 | $249K | Buy |
2,167
+14
| +0.7% | +$1.61K | 0.11% | 52 |
|
|
2023
Q2 | $264K | Buy |
2,153
+14
| +0.7% | +$1.72K | 0.11% | 52 |
|
|
2023
Q1 | $265K | Sell |
2,139
-3
| -0.1% | -$372 | 0.11% | 52 |
|
|
2022
Q4 | $268K | Buy |
2,142
+7
| +0.3% | +$876 | 0.11% | 51 |
|
|
2022
Q3 | $238K | Buy |
2,135
+14
| +0.7% | +$1.56K | 0.09% | 57 |
|
|
2022
Q2 | $252K | Buy |
2,121
+13
| +0.6% | +$1.55K | 0.12% | 57 |
|
|
2022
Q1 | $270K | Sell |
2,108
-94
| -4% | -$12K | 0.12% | 51 |
|
|
2021
Q4 | $284K | Buy |
2,202
+17
| +0.8% | +$2.19K | 0.12% | 51 |
|
|
2021
Q3 | $257K | Buy |
2,185
+15
| +0.7% | +$1.76K | 0.11% | 53 |
|
|
2021
Q2 | $265K | Buy |
2,170
+5
| +0.2% | +$611 | 0.12% | 49 |
|
|
2021
Q1 | $256K | Sell |
2,165
-11
| -0.5% | -$1.3K | 0.12% | 53 |
|
|
2020
Q4 | $231K | Buy |
+2,176
| New | +$231K | 0.1% | 57 |
|
|
2020
Q1 | – | Sell |
-2,105
| Closed | -$226K | – | 74 |
|
|
2019
Q4 | $226K | Buy |
+2,105
| New | +$226K | 0.12% | 53 |
|