MLA
My Legacy Advisors’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 | $563K | Sell |
4,034
-16
| -0.4% | -$2.24K | 0.2% | 132 |
|
|
2025
Q1 | $550K | Sell |
4,050
-14
| -0.3% | -$1.9K | 0.21% | 131 |
|
|
2024
Q4 | $536K | Sell |
4,064
-262
| -6% | -$34.5K | 0.21% | 128 |
|
|
2024
Q3 | $614K | Sell |
4,326
-1,656
| -28% | -$235K | 0.24% | 117 |
|
|
2024
Q2 | $761K | Sell |
5,982
-5
| -0.1% | -$636 | 0.24% | 111 |
|
|
2024
Q1 | $786K | Sell |
5,987
-316
| -5% | -$41.5K | 0.26% | 107 |
|
|
2023
Q4 | $783K | Sell |
6,303
-311
| -5% | -$38.6K | 0.28% | 104 |
|
|
2023
Q3 | $745K | Buy |
6,614
+93
| +1% | +$10.5K | 0.3% | 101 |
|
|
2023
Q2 | $808K | Sell |
6,521
-11
| -0.2% | -$1.36K | 0.32% | 98 |
|
|
2023
Q1 | $807K | Sell |
6,532
-167
| -2% | -$20.6K | 0.35% | 94 |
|
|
2022
Q4 | $879K | Sell |
6,699
-32
| -0.5% | -$4.2K | 0.37% | 91 |
|
|
2022
Q3 | $764K | Buy |
6,731
+441
| +7% | +$50.1K | 0.39% | 83 |
|
|
2022
Q2 | $750K | Buy |
6,290
+320
| +5% | +$38.2K | 0.38% | 94 |
|
|
2022
Q1 | $765K | Buy |
+5,970
| New | +$765K | 0.36% | 96 |
|