RWP
Ridgecrest Wealth Partners’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 | $370K | Hold |
2,724
| – | – | 0.2% | 68 |
|
|
2025
Q1 | $370K | Hold |
2,724
| – | – | 0.19% | 71 |
|
|
2024
Q4 | $360K | Hold |
2,724
| – | – | 0.2% | 68 |
|
|
2024
Q3 | $387K | Hold |
2,724
| – | – | 0.2% | 74 |
|
|
2024
Q2 | $346K | Hold |
2,724
| – | – | 0.21% | 73 |
|
|
2024
Q1 | $357K | Hold |
2,724
| – | – | 0.21% | 72 |
|
|
2023
Q4 | $340K | Buy |
2,724
+20
| +0.7% | +$2.5K | 0.22% | 71 |
|
|
2023
Q3 | $311K | Hold |
2,704
| – | – | 0.22% | 71 |
|
|
2023
Q2 | $331K | Hold |
2,704
| – | – | 0.22% | 71 |
|
|
2023
Q1 | $335K | Buy |
2,704
+254
| +10% | +$31.4K | 0.24% | 68 |
|
|
2022
Q4 | $307K | Sell |
2,450
-800
| -25% | -$100K | 0.23% | 68 |
|
|
2022
Q3 | $362K | Buy |
3,250
+400
| +14% | +$44.6K | 0.3% | 62 |
|
|
2022
Q2 | $338K | Hold |
2,850
| – | – | 0.25% | 74 |
|
|
2022
Q1 | $365K | Hold |
2,850
| – | – | 0.23% | 78 |
|
|
2021
Q4 | $368K | Sell |
2,850
-64
| -2% | -$8.26K | 0.18% | 92 |
|
|
2021
Q3 | $343K | Hold |
2,914
| – | – | 0.19% | 87 |
|
|
2021
Q2 | $356K | Hold |
2,914
| – | – | 0.22% | 80 |
|
|
2021
Q1 | $344K | Buy |
+2,914
| New | +$344K | 0.33% | 62 |
|