TVWM
Tower View 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 | $28.8K | Sell |
212
-65
| -23% | -$8.83K | 0.01% | 109 |
|
|
2025
Q1 | $37.5K | Buy |
277
+2
| +0.7% | +$271 | 0.02% | 86 |
|
|
2024
Q4 | $36.3K | Buy |
275
+2
| +0.7% | +$264 | 0.02% | 90 |
|
|
2024
Q3 | $38.8K | Buy |
273
+66
| +32% | +$9.37K | 0.02% | 89 |
|
|
2024
Q2 | $26.3K | Buy |
207
+2
| +1% | +$254 | 0.02% | 96 |
|
|
2024
Q1 | $27K | Buy |
205
+100
| +95% | +$13.2K | 0.02% | 98 |
|
|
2023
Q4 | $13K | Buy |
105
+1
| +1% | +$124 | 0.01% | 118 |
|
|
2023
Q3 | $12K | Buy |
104
+1
| +1% | +$115 | 0.01% | 112 |
|
|
2023
Q2 | $13K | Hold |
103
| – | – | 0.01% | 112 |
|
|
2023
Q1 | $13K | Buy |
103
+1
| +1% | +$126 | 0.01% | 110 |
|
|
2022
Q4 | $13K | Buy |
102
+1
| +1% | +$127 | 0.01% | 113 |
|
|
2022
Q3 | $11K | Hold |
101
| – | – | 0.01% | 115 |
|
|
2022
Q2 | $12K | Buy |
101
+1
| +1% | +$119 | 0.01% | 111 |
|
|
2022
Q1 | $13K | Hold |
100
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $13K | Hold |
100
| – | – | 0.01% | 143 |
|
|
2021
Q3 | $12K | Buy |
+100
| New | +$12K | 0.01% | 164 |
|