SAG
SageView Advisory Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,904
| Closed | -$315K | – | 726 |
|
|
2024
Q1 | $315K | Buy |
5,904
+1,759
| +42% | +$93.8K | 0.02% | 400 |
|
|
2023
Q4 | $517K | Sell |
4,145
-7,856
| -65% | -$981K | 0.02% | 387 |
|
|
2023
Q3 | $1.38M | Sell |
12,001
-2,593
| -18% | -$298K | 0.08% | 165 |
|
|
2023
Q2 | $1.79M | Buy |
14,594
+2,724
| +23% | +$334K | 0.1% | 126 |
|
|
2023
Q1 | $1.47M | Buy |
11,870
+1,013
| +9% | +$125K | 0.09% | 146 |
|
|
2022
Q4 | $1.36M | Buy |
+10,857
| New | +$1.36M | 0.11% | 129 |
|