Redwood Wealth Management Group’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
13,385
-471
| -3% | -$63.9K | 0.82% | 32 |
|
|
2025
Q1 | $1.88M | Sell |
13,856
-4,590
| -25% | -$623K | 0.96% | 30 |
|
|
2024
Q4 | $2.43M | Sell |
18,446
-2,121
| -10% | -$280K | 1.19% | 21 |
|
|
2024
Q3 | $2.92M | Sell |
20,567
-2,057
| -9% | -$292K | 1.45% | 15 |
|
|
2024
Q2 | $2.88M | Sell |
22,624
-578
| -2% | -$73.5K | 2.17% | 10 |
|
|
2024
Q1 | $3.05M | Sell |
23,202
-1,174
| -5% | -$154K | 3.23% | 4 |
|
|
2023
Q4 | $3.05M | Sell |
24,376
-1,425
| -6% | -$178K | 3.38% | 4 |
|
|
2023
Q3 | $2.97M | Sell |
25,801
-665
| -3% | -$76.5K | 3.47% | 3 |
|
|
2023
Q2 | $3.24M | Sell |
26,466
-219
| -0.8% | -$26.8K | 3.6% | 3 |
|
|
2023
Q1 | $3.3M | Sell |
26,685
-964
| -3% | -$119K | 3.74% | 2 |
|
|
2022
Q4 | $3.46M | Buy |
+27,649
| New | +$3.46M | 4.32% | 1 |
|