TWM
Thrive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
2,054
+4
| +0.2% | +$543 | 0.05% | 186 |
|
|
2025
Q1 | $278K | Sell |
2,050
-156
| -7% | -$21.2K | 0.05% | 174 |
|
|
2024
Q4 | $291K | Buy |
2,206
+4
| +0.2% | +$528 | 0.05% | 161 |
|
|
2024
Q3 | $313K | Sell |
2,202
-186
| -8% | -$26.4K | 0.06% | 163 |
|
|
2024
Q2 | $304K | Buy |
2,388
+642
| +37% | +$81.7K | 0.06% | 159 |
|
|
2024
Q1 | $229K | Sell |
1,746
-358
| -17% | -$47K | 0.05% | 192 |
|
|
2023
Q4 | $263K | Sell |
2,104
-1
| -0% | -$125 | 0.06% | 155 |
|
|
2023
Q3 | $242K | Buy |
2,105
+68
| +3% | +$7.82K | 0.06% | 149 |
|
|
2023
Q2 | $250K | Buy |
2,037
+3
| +0.1% | +$368 | 0.06% | 153 |
|
|
2023
Q1 | $252K | Buy |
2,034
+3
| +0.1% | +$371 | 0.06% | 143 |
|
|
2022
Q4 | $254K | Buy |
2,031
+206
| +11% | +$25.8K | 0.07% | 140 |
|
|
2022
Q3 | $204K | Buy |
+1,825
| New | +$204K | 0.07% | 141 |
|