RWB
RMR Wealth Builders’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 | $918K | Buy |
6,767
+47
| +0.7% | +$6.38K | 0.08% | 118 |
|
|
2025
Q1 | $912K | Sell |
6,720
-142
| -2% | -$19.3K | 0.1% | 110 |
|
|
2024
Q4 | $907K | Buy |
6,862
+4,243
| +162% | +$561K | 0.09% | 114 |
|
|
2024
Q3 | $372K | Buy |
+2,619
| New | +$372K | 0.04% | 188 |
|
|
2023
Q3 | – | Sell |
-1,859
| Closed | -$228K | – | 233 |
|
|
2023
Q2 | $228K | Sell |
1,859
-67
| -3% | -$8.21K | 0.04% | 190 |
|
|
2023
Q1 | $238K | Sell |
1,926
-331
| -15% | -$41K | 0.05% | 184 |
|
|
2022
Q4 | $282K | Buy |
2,257
+8
| +0.4% | +$1K | 0.06% | 147 |
|
|
2022
Q3 | $251K | Buy |
2,249
+11
| +0.5% | +$1.23K | 0.06% | 158 |
|
|
2022
Q2 | $266K | Sell |
2,238
-88
| -4% | -$10.5K | 0.07% | 153 |
|
|
2022
Q1 | $298K | Buy |
+2,326
| New | +$298K | 0.06% | 158 |
|
|
2021
Q2 | – | Sell |
-1,508
| Closed | -$178K | – | 606 |
|
|
2021
Q1 | $178K | Buy |
1,508
+1,158
| +331% | +$137K | 0.05% | 201 |
|
|
2020
Q4 | $37K | Sell |
350
-8,133
| -96% | -$860K | 0.02% | 286 |
|
|
2020
Q3 | $784K | Buy |
+8,483
| New | +$784K | 0.2% | 80 |
|