UWM
USAdvisors 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 | – | Sell |
-36,303
| Closed | -$4.18M | – | 133 |
|
|
2023
Q3 | $4.18M | Sell |
36,303
-1,705
| -4% | -$196K | 1.86% | 19 |
|
|
2023
Q2 | $4.68M | Buy |
38,008
+35
| +0.1% | +$4.31K | 2.22% | 12 |
|
|
2023
Q1 | $4.7M | Sell |
37,973
-509
| -1% | -$63K | 2.24% | 14 |
|
|
2022
Q4 | $4.82M | Buy |
38,482
+276
| +0.7% | +$34.5K | 2.33% | 14 |
|
|
2022
Q3 | $4.26M | Buy |
38,206
+161
| +0.4% | +$18K | 2.18% | 15 |
|
|
2022
Q2 | $4.52M | Buy |
38,045
+462
| +1% | +$54.8K | 2.26% | 16 |
|
|
2022
Q1 | $4.82M | Buy |
+37,583
| New | +$4.82M | 2.05% | 18 |
|