RWM
Reston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,121
| Closed | -$225K | – | 52 |
|
|
2020
Q4 | $225K | Buy |
+2,121
| New | +$225K | 0.13% | 42 |
|
|
2020
Q1 | – | Sell |
-2,052
| Closed | -$221K | – | 48 |
|
|
2019
Q4 | $221K | Buy |
2,052
+15
| +0.7% | +$1.62K | 0.18% | 42 |
|
|
2019
Q3 | $209K | Buy |
2,037
+14
| +0.7% | +$1.44K | 0.19% | 42 |
|
|
2019
Q2 | $204K | Buy |
2,023
+12
| +0.6% | +$1.21K | 0.16% | 50 |
|
|
2019
Q1 | $202K | Buy |
+2,011
| New | +$202K | 0.16% | 51 |
|