MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,668
| Closed | -$744K | – | 67 |
|
|
2022
Q3 | $744K | Sell |
6,668
-28
| -0.4% | -$3.12K | 0.25% | 28 |
|
|
2022
Q2 | $795K | Hold |
6,696
| – | – | 0.36% | 22 |
|
|
2022
Q1 | $858K | Hold |
6,696
| – | – | 0.32% | 18 |
|
|
2021
Q4 | $865K | Buy |
+6,696
| New | +$865K | 0.32% | 18 |
|