MAWCM
Mine & Arao Wealth Creation & 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 | $5M | Buy |
36,851
+220
| +0.6% | +$29.9K | 2.23% | 10 |
|
|
2025
Q1 | $4.97M | Buy |
36,631
+354
| +1% | +$48K | 2.42% | 10 |
|
|
2024
Q4 | $4.79M | Buy |
36,277
+2,828
| +8% | +$374K | 2.2% | 9 |
|
|
2024
Q3 | $4.75M | Buy |
33,449
+3,354
| +11% | +$476K | 2.21% | 9 |
|
|
2024
Q2 | $3.83M | Buy |
30,095
+2,417
| +9% | +$307K | 1.86% | 9 |
|
|
2024
Q1 | $3.63M | Buy |
27,678
+1,270
| +5% | +$167K | 1.8% | 10 |
|
|
2023
Q4 | $3.3M | Buy |
26,408
+1,589
| +6% | +$199K | 1.78% | 10 |
|
|
2023
Q3 | $2.85M | Buy |
24,819
+1,988
| +9% | +$229K | 1.74% | 10 |
|
|
2023
Q2 | $2.8M | Buy |
22,831
+1,943
| +9% | +$238K | 1.64% | 10 |
|
|
2023
Q1 | $2.58M | Buy |
20,888
+1,002
| +5% | +$124K | 1.66% | 9 |
|
|
2022
Q4 | $2.49M | Buy |
19,886
+145
| +0.7% | +$18.1K | 1.84% | 10 |
|
|
2022
Q3 | $2.2M | Buy |
19,741
+418
| +2% | +$46.6K | 1.62% | 10 |
|
|
2022
Q2 | $2.29M | Buy |
19,323
+1,382
| +8% | +$164K | 1.61% | 10 |
|
|
2022
Q1 | $2.3M | Buy |
17,941
+1,858
| +12% | +$238K | 1.35% | 12 |
|
|
2021
Q4 | $2.08M | Buy |
16,083
+437
| +3% | +$56.4K | 1.14% | 14 |
|
|
2021
Q3 | $1.84M | Buy |
15,646
+1,307
| +9% | +$154K | 1.1% | 15 |
|
|
2021
Q2 | $1.75M | Buy |
14,339
+1,861
| +15% | +$228K | 1.06% | 15 |
|
|
2021
Q1 | $1.47M | Buy |
12,478
+2,590
| +26% | +$306K | 0.98% | 15 |
|
|
2020
Q4 | $1.05M | Buy |
9,888
+427
| +5% | +$45.2K | 0.75% | 18 |
|
|
2020
Q3 | $874K | Buy |
9,461
+3,135
| +50% | +$290K | 0.72% | 20 |
|
|
2020
Q2 | $577K | Sell |
6,326
-5
| -0.1% | -$456 | 0.54% | 28 |
|
|
2020
Q1 | $506K | Sell |
6,331
-26
| -0.4% | -$2.08K | 0.59% | 27 |
|
|
2019
Q4 | $684K | Buy |
+6,357
| New | +$684K | 0.64% | 23 |
|