SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $259K | Hold |
2,447
| – | – | 0.02% | 210 |
|
|
2020
Q3 | $226K | Hold |
2,447
| – | – | 0.02% | 197 |
|
|
2020
Q2 | $223K | Buy |
+2,447
| New | +$223K | 0.02% | 188 |
|
|
2020
Q1 | – | Sell |
-2,627
| Closed | -$283K | – | 208 |
|
|
2019
Q4 | $283K | Buy |
+2,627
| New | +$283K | 0.03% | 181 |
|
|
2019
Q1 | – | Sell |
-2,420
| Closed | -$217K | – | 218 |
|
|
2018
Q4 | $217K | Buy |
+2,420
| New | +$217K | 0.02% | 196 |
|
|
2018
Q3 | – | Sell |
-2,160
| Closed | -$200K | – | 218 |
|
|
2018
Q2 | $200K | Buy |
+2,160
| New | +$200K | 0.02% | 207 |
|
|
2017
Q2 | – | Sell |
-2,302
| Closed | -$203K | – | 202 |
|
|
2017
Q1 | $203K | Buy |
+2,302
| New | +$203K | 0.03% | 189 |
|