SPWG
Sage Private Wealth Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-139
| Closed | -$15K | – | 156 |
|
|
2022
Q3 | $15K | Hold |
139
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $16K | Hold |
139
| – | – | 0.02% | 124 |
|
|
2022
Q1 | $18K | Hold |
139
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $17K | Hold |
139
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $16K | Hold |
139
| – | – | 0.02% | 125 |
|
|
2021
Q2 | $17K | Hold |
139
| – | – | 0.02% | 119 |
|
|
2021
Q1 | $16K | Hold |
139
| – | – | 0.03% | 125 |
|
|
2020
Q4 | $15K | Buy |
+139
| New | +$15K | 0.04% | 116 |
|