RWA
Redmont Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,351
| Closed | -$795K | – | 105 |
|
|
2022
Q4 | $795K | Hold |
6,351
| – | – | 0.93% | 22 |
|
|
2022
Q3 | $708K | Hold |
6,351
| – | – | 0.92% | 22 |
|
|
2022
Q2 | $754K | Hold |
6,351
| – | – | 0.91% | 23 |
|
|
2022
Q1 | $814K | Hold |
6,351
| – | – | 0.87% | 25 |
|
|
2021
Q4 | $820K | Buy |
+6,351
| New | +$820K | 0.88% | 26 |
|