TCPWM
Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $491K | Sell |
3,927
-83
| -2% | -$10.4K | 0.12% | 76 |
|
|
2023
Q3 | $461K | Hold |
4,010
| – | – | 0.12% | 72 |
|
|
2023
Q2 | $492K | Hold |
4,010
| – | – | 0.13% | 73 |
|
|
2023
Q1 | $496K | Hold |
4,010
| – | – | 0.14% | 72 |
|
|
2022
Q4 | $502K | Hold |
4,010
| – | – | 0.14% | 72 |
|
|
2022
Q3 | $447K | Hold |
4,010
| – | – | 0.14% | 74 |
|
|
2022
Q2 | $476K | Hold |
4,010
| – | – | 0.16% | 70 |
|
|
2022
Q1 | $514K | Hold |
4,010
| – | – | 0.15% | 71 |
|
|
2021
Q4 | $518K | Hold |
4,010
| – | – | 0.15% | 71 |
|
|
2021
Q3 | $471K | Hold |
4,010
| – | – | 0.15% | 70 |
|
|
2021
Q2 | $490K | Hold |
4,010
| – | – | 0.15% | 69 |
|
|
2021
Q1 | $473K | Hold |
4,010
| – | – | 0.16% | 65 |
|
|
2020
Q4 | $425K | Hold |
4,010
| – | – | 0.15% | 65 |
|
|
2020
Q3 | $371K | Hold |
4,010
| – | – | 0.14% | 68 |
|
|
2020
Q2 | $366K | Hold |
4,010
| – | – | 0.15% | 65 |
|
|
2020
Q1 | $320K | Hold |
4,010
| – | – | 0.15% | 67 |
|
|
2019
Q4 | $431K | Hold |
4,010
| – | – | 0.18% | 60 |
|
|
2019
Q3 | $411K | Hold |
4,010
| – | – | 0.2% | 60 |
|
|
2019
Q2 | $407K | Hold |
4,010
| – | – | 0.2% | 62 |
|
|
2019
Q1 | $399K | Hold |
4,010
| – | – | 0.2% | 62 |
|
|
2018
Q4 | $359K | Buy |
+4,010
| New | +$359K | 0.19% | 62 |
|