RWM
Revisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,796
+16
| +0.6% | +$2.23K | 0.14% | 172 |
|
|
2025
Q1 | $377K | Buy |
+2,780
| New | +$377K | 0.17% | 150 |
|
|
2024
Q4 | – | Sell |
-2,266
| Closed | -$322K | – | 168 |
|
|
2024
Q3 | $322K | Hold |
2,266
| – | – | 0.2% | 115 |
|
|
2024
Q2 | $288K | Sell |
2,266
-2,266
| -50% | -$288K | 0.2% | 119 |
|
|
2024
Q1 | $581K | Buy |
+4,532
| New | +$581K | 0.26% | 100 |
|
|
2023
Q4 | – | Sell |
-2,266
| Closed | -$261K | – | 165 |
|
|
2023
Q3 | $261K | Sell |
2,266
-1,786
| -44% | -$205K | 0.22% | 126 |
|
|
2023
Q2 | $497K | Sell |
4,052
-1,786
| -31% | -$219K | 0.45% | 52 |
|
|
2023
Q1 | $722K | Buy |
+5,838
| New | +$722K | 0.66% | 36 |
|