TLA
Tanglewood Legacy Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
1,941
| – | – | 0.11% | 89 |
|
|
2025
Q1 | $263K | Buy |
1,941
+44
| +2% | +$5.97K | 0.12% | 82 |
|
|
2024
Q4 | $251K | Buy |
1,897
+47
| +3% | +$6.21K | 0.11% | 82 |
|
|
2024
Q3 | $263K | Hold |
1,850
| – | – | 0.12% | 75 |
|
|
2024
Q2 | $235K | Hold |
1,850
| – | – | 0.11% | 82 |
|
|
2024
Q1 | $243K | Hold |
1,850
| – | – | 0.12% | 76 |
|
|
2023
Q4 | $231K | Hold |
1,850
| – | – | 0.13% | 76 |
|
|
2023
Q3 | $213K | Hold |
1,850
| – | – | 0.13% | 77 |
|
|
2023
Q2 | $227K | Hold |
1,850
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $229K | Hold |
1,850
| – | – | 0.15% | 69 |
|
|
2022
Q4 | $231K | Buy |
+1,850
| New | +$231K | 0.16% | 49 |
|