PWP
Precedent Wealth Partners’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 | $10.4M | Sell |
76,372
-189
| -0.2% | -$25.7K | 2.54% | 8 |
|
|
2025
Q1 | $10.4M | Buy |
76,561
+11,760
| +18% | +$1.6M | 2.88% | 5 |
|
|
2024
Q4 | $8.56M | Buy |
64,801
+1,836
| +3% | +$243K | 2.79% | 7 |
|
|
2024
Q3 | $8.94M | Buy |
62,965
+2,538
| +4% | +$361K | 2.95% | 7 |
|
|
2024
Q2 | $7.69M | Buy |
60,427
+483
| +0.8% | +$61.4K | 3.09% | 7 |
|
|
2024
Q1 | $7.87M | Sell |
59,944
-1,262
| -2% | -$166K | 3.38% | 7 |
|
|
2023
Q4 | $7.65M | Buy |
+61,206
| New | +$7.65M | 3.89% | 7 |
|