SWM
Scissortail Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,133
| Closed | -$390K | – | 193 |
|
|
2023
Q4 | $390K | Buy |
+3,133
| New | +$390K | 0.12% | 116 |
|
|
2022
Q3 | – | Sell |
-17,665
| Closed | -$2.28M | – | 138 |
|
|
2022
Q2 | $2.28M | Buy |
+17,665
| New | +$2.28M | 0.88% | 39 |
|
|
2022
Q1 | – | Sell |
-17,665
| Closed | -$2.28M | – | 137 |
|
|
2021
Q4 | $2.28M | Buy |
+17,665
| New | +$2.28M | 0.88% | 39 |
|