RMAM
Raab & Moskowitz Asset 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 | $1.07M | Sell |
7,883
-109
| -1% | -$14.8K | 0.25% | 84 |
|
|
2025
Q1 | $1.08M | Sell |
7,992
-574
| -7% | -$77.9K | 0.27% | 78 |
|
|
2024
Q4 | $1.13M | Hold |
8,566
| – | – | 0.28% | 79 |
|
|
2024
Q3 | $1.22M | Sell |
8,566
-322
| -4% | -$45.7K | 0.31% | 78 |
|
|
2024
Q2 | $1.13M | Sell |
8,888
-271
| -3% | -$34.5K | 0.31% | 78 |
|
|
2024
Q1 | $1.2M | Sell |
9,159
-964
| -10% | -$127K | 0.34% | 77 |
|
|
2023
Q4 | $1.27M | Sell |
10,123
-410
| -4% | -$51.2K | 0.4% | 67 |
|
|
2023
Q3 | $1.21M | Hold |
10,533
| – | – | 0.43% | 64 |
|
|
2023
Q2 | $1.29M | Hold |
10,533
| – | – | 0.44% | 64 |
|
|
2023
Q1 | $1.3M | Sell |
10,533
-357
| -3% | -$44.2K | 0.48% | 63 |
|
|
2022
Q4 | $1.36M | Sell |
10,890
-220
| -2% | -$27.5K | 0.52% | 59 |
|
|
2022
Q3 | $1.24M | Buy |
11,110
+430
| +4% | +$47.9K | 0.52% | 60 |
|
|
2022
Q2 | $1.27M | Sell |
10,680
-634
| -6% | -$75.2K | 0.5% | 60 |
|
|
2022
Q1 | $1.45M | Sell |
11,314
-1,412
| -11% | -$181K | 0.5% | 63 |
|
|
2021
Q4 | $1.64M | Sell |
12,726
-209
| -2% | -$27K | 0.54% | 58 |
|
|
2021
Q3 | $1.52M | Sell |
12,935
-100
| -0.8% | -$11.8K | 0.55% | 58 |
|
|
2021
Q2 | $1.59M | Sell |
13,035
-462
| -3% | -$56.5K | 0.58% | 57 |
|
|
2021
Q1 | $1.59M | Hold |
13,497
| – | – | 0.62% | 52 |
|
|
2020
Q4 | $1.43M | Buy |
13,497
+80
| +0.6% | +$8.47K | 0.59% | 54 |
|
|
2020
Q3 | $1.24M | Sell |
13,417
-927
| -6% | -$85.6K | 0.57% | 54 |
|
|
2020
Q2 | $1.31M | Buy |
14,344
+3,213
| +29% | +$293K | 0.64% | 51 |
|
|
2020
Q1 | $888K | Buy |
11,131
+10,367
| +1,357% | +$827K | 0.48% | 66 |
|
|
2019
Q4 | $82K | Buy |
+764
| New | +$82K | 0.03% | 211 |
|
|
2018
Q4 | – | Sell |
-781
| Closed | -$76K | – | 438 |
|
|
2018
Q3 | $76K | Buy |
+781
| New | +$76K | 0.03% | 227 |
|
|
2016
Q4 | – | Sell |
-2,768
| Closed | -$233K | – | 139 |
|
|
2016
Q3 | $233K | Buy |
+2,768
| New | +$233K | 0.13% | 127 |
|
|
2015
Q1 | – | Sell |
-822
| Closed | -$65K | – | 324 |
|
|
2014
Q4 | $65K | Buy |
+822
| New | +$65K | 0.04% | 174 |
|