Tyler-Stone Wealth Management’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
22,700
+8,500
| +60% | +$276K | 0.12% | 158 |
|
|
2025
Q1 | $462K | Hold |
14,200
| – | – | 0.08% | 197 |
|
|
2024
Q4 | $462K | Hold |
14,200
| – | – | 0.08% | 203 |
|
|
2024
Q3 | $476K | Buy |
14,200
+6,525
| +85% | +$219K | 0.09% | 192 |
|
|
2024
Q2 | $231K | Buy |
7,675
+6,675
| +668% | +$201K | 0.09% | 180 |
|
|
2024
Q1 | $31.4K | Buy |
+1,000
| New | +$31.4K | 0.01% | 433 |
|