MWM
McNaughton 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 | $1.47M | Buy |
10,843
+44
| +0.4% | +$5.97K | 0.66% | 45 |
|
|
2025
Q1 | $1.47M | Sell |
10,799
-898
| -8% | -$122K | 0.71% | 39 |
|
|
2024
Q4 | $1.55M | Sell |
11,697
-219
| -2% | -$28.9K | 0.74% | 30 |
|
|
2024
Q3 | $1.69M | Buy |
11,916
+773
| +7% | +$110K | 0.82% | 29 |
|
|
2024
Q2 | $1.42M | Buy |
11,143
+517
| +5% | +$65.8K | 0.75% | 28 |
|
|
2024
Q1 | $1.39M | Sell |
10,626
-23
| -0.2% | -$3.02K | 0.77% | 27 |
|
|
2023
Q4 | $1.33M | Buy |
10,649
+258
| +2% | +$32.2K | 0.79% | 28 |
|
|
2023
Q3 | $1.2M | Buy |
10,391
+153
| +1% | +$17.6K | 0.79% | 30 |
|
|
2023
Q2 | $1.25M | Hold |
10,238
| – | – | 0.8% | 32 |
|
|
2023
Q1 | $1.27M | Sell |
10,238
-29
| -0.3% | -$3.59K | 0.84% | 28 |
|
|
2022
Q4 | $1.28M | Buy |
10,267
+452
| +5% | +$56.6K | 0.88% | 27 |
|
|
2022
Q3 | $1.09M | Buy |
9,815
+80
| +0.8% | +$8.92K | 0.8% | 27 |
|
|
2022
Q2 | $1.16M | Buy |
9,735
+577
| +6% | +$68.5K | 0.82% | 29 |
|
|
2022
Q1 | $1.17M | Hold |
9,158
| – | – | 0.76% | 27 |
|
|
2021
Q4 | $1.2M | Sell |
9,158
-105
| -1% | -$13.7K | 0.78% | 25 |
|
|
2021
Q3 | $1.09M | Sell |
9,263
-155
| -2% | -$18.2K | 0.77% | 24 |
|
|
2021
Q2 | $1.15M | Sell |
9,418
-124
| -1% | -$15.2K | 0.81% | 25 |
|
|
2021
Q1 | $1.13M | Sell |
9,542
-65
| -0.7% | -$7.67K | 0.86% | 25 |
|
|
2020
Q4 | $1.02M | Sell |
9,607
-278
| -3% | -$29.5K | 0.81% | 27 |
|
|
2020
Q3 | $913K | Buy |
9,885
+921
| +10% | +$85.1K | 0.8% | 29 |
|
|
2020
Q2 | $818K | Buy |
8,964
+5,290
| +144% | +$483K | 0.76% | 29 |
|
|
2020
Q1 | $293K | Buy |
+3,674
| New | +$293K | 0.31% | 38 |
|