SVWAG
Sound View Wealth Advisors Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,046
| Closed | -$235K | – | 391 |
|
|
2023
Q3 | $235K | Buy |
2,046
+3
| +0.1% | +$345 | 0.03% | 325 |
|
|
2023
Q2 | $250K | Sell |
2,043
-93
| -4% | -$11.4K | 0.03% | 311 |
|
|
2023
Q1 | $264K | Buy |
+2,136
| New | +$264K | 0.04% | 303 |
|
|
2022
Q4 | – | Sell |
-2,310
| Closed | -$258K | – | 395 |
|
|
2022
Q3 | $258K | Hold |
2,310
| – | – | 0.06% | 229 |
|
|
2022
Q2 | $274K | Sell |
2,310
-884
| -28% | -$105K | 0.06% | 230 |
|
|
2022
Q1 | $409K | Hold |
3,194
| – | – | 0.08% | 196 |
|
|
2021
Q4 | $412K | Sell |
3,194
-10,043
| -76% | -$1.3M | 0.08% | 192 |
|
|
2021
Q3 | $1.56M | Buy |
13,237
+1,715
| +15% | +$202K | 0.33% | 81 |
|
|
2021
Q2 | $1.41M | Sell |
11,522
-35
| -0.3% | -$4.28K | 0.3% | 88 |
|
|
2021
Q1 | $1.36M | Sell |
11,557
-1,273
| -10% | -$150K | 0.32% | 87 |
|
|
2020
Q4 | $1.36M | Buy |
12,830
+662
| +5% | +$70.1K | 0.33% | 87 |
|
|
2020
Q3 | $1.12M | Buy |
12,168
+128
| +1% | +$11.8K | 0.3% | 88 |
|
|
2020
Q2 | $1.1M | Buy |
+12,040
| New | +$1.1M | 0.31% | 90 |
|