RWIA
Roger Wittlin Investment Advisory’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 | $1.83M | Sell |
13,455
-15
| -0.1% | -$2.04K | 1.02% | 18 |
|
|
2025
Q1 | $1.83M | Buy |
13,470
+15
| +0.1% | +$2.04K | 1.07% | 18 |
|
|
2024
Q4 | $1.78M | Buy |
13,455
+355
| +3% | +$46.9K | 1% | 18 |
|
|
2024
Q3 | $1.86M | Buy |
13,100
+73
| +0.6% | +$10.4K | 1.07% | 17 |
|
|
2024
Q2 | $1.66M | Buy |
13,027
+87
| +0.7% | +$11.1K | 1.06% | 19 |
|
|
2024
Q1 | $1.7M | Sell |
12,940
-8,464
| -40% | -$1.11M | 1.19% | 21 |
|
|
2023
Q4 | $2.68M | Sell |
21,404
-275
| -1% | -$34.4K | 1.98% | 16 |
|
|
2023
Q3 | $2.49M | Buy |
21,679
+142
| +0.7% | +$16.3K | 2.12% | 15 |
|
|
2023
Q2 | $2.64M | Sell |
21,537
-42,856
| -67% | -$5.25M | 2.14% | 15 |
|
|
2023
Q1 | $7.97M | Buy |
64,393
+662
| +1% | +$81.9K | 7.12% | 2 |
|
|
2022
Q4 | $7.97M | Buy |
63,731
+56,157
| +741% | +$7.03M | 7.96% | 2 |
|
|
2022
Q3 | $844K | Sell |
7,574
-50,113
| -87% | -$5.58M | 22.94% | 1 |
|
|
2022
Q2 | $6.85M | Buy |
+57,687
| New | +$6.85M | 6.75% | 5 |
|