PWAG
Polaris Wealth Advisory Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-52,086
| Closed | -$6.44M | – | 186 |
|
|
2023
Q1 | $6.44M | Sell |
52,086
-60,669
| -54% | -$7.51M | 0.48% | 71 |
|
|
2022
Q4 | $14.6M | Buy |
112,755
+56,618
| +101% | +$7.31M | 1.09% | 34 |
|
|
2022
Q3 | $6.36M | Sell |
56,137
-63,366
| -53% | -$7.18M | 0.53% | 58 |
|
|
2022
Q2 | $14.2M | Buy |
119,503
+58,451
| +96% | +$6.94M | 1.13% | 30 |
|
|
2022
Q1 | $7.9M | Buy |
+61,052
| New | +$7.9M | 0.53% | 60 |
|
|
2021
Q2 | – | Sell |
-76,206
| Closed | -$9.12M | – | 202 |
|
|
2021
Q1 | $9.12M | Buy |
+76,206
| New | +$9.12M | 0.58% | 55 |
|
|
2019
Q4 | – | Sell |
-14,801
| Closed | -$1.47M | – | 175 |
|
|
2019
Q3 | $1.47M | Buy |
+14,801
| New | +$1.47M | 0.12% | 89 |
|