RDWM
Red Door 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,789
| Closed | -$235K | – | 206 |
|
|
2024
Q1 | $235K | Hold |
1,789
| – | – | 0.05% | 174 |
|
|
2023
Q4 | $224K | Hold |
1,789
| – | – | 0.05% | 181 |
|
|
2023
Q3 | $206K | Hold |
1,789
| – | – | 0.05% | 169 |
|
|
2023
Q2 | $219K | Hold |
1,789
| – | – | 0.05% | 210 |
|
|
2023
Q1 | $221K | Hold |
1,789
| – | – | 0.07% | 135 |
|
|
2022
Q4 | $224K | Buy |
+1,789
| New | +$224K | 0.07% | 131 |
|
|
2022
Q3 | – | Sell |
-1,789
| Closed | -$212K | – | 134 |
|
|
2022
Q2 | $212K | Buy |
1,789
+133
| +8% | +$15.8K | 0.08% | 130 |
|
|
2022
Q1 | $212K | Hold |
1,656
| – | – | 0.07% | 131 |
|
|
2021
Q4 | $213K | Buy |
+1,656
| New | +$213K | 0.07% | 154 |
|
|
2021
Q3 | – | Sell |
-1,656
| Closed | -$202K | – | 523 |
|
|
2021
Q2 | $202K | Buy |
+1,656
| New | +$202K | 0.08% | 144 |
|
|
2020
Q3 | – | Sell |
-2,139
| Closed | -$195K | – | 351 |
|
|
2020
Q2 | $195K | Buy |
2,139
+483
| +29% | +$44K | 0.14% | 100 |
|
|
2020
Q1 | $132K | Buy |
+1,656
| New | +$132K | 0.13% | 105 |
|