WWM
Wagner 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
Q1 | – | Sell |
-46
| Closed | -$5.76K | – | 244 |
|
|
2022
Q4 | $5.76K | Sell |
46
-30
| -39% | -$3.75K | ﹤0.01% | 194 |
|
|
2022
Q3 | $8K | Hold |
76
| – | – | 0.01% | 458 |
|
|
2022
Q2 | $9K | Sell |
76
-84
| -53% | -$9.95K | 0.01% | 462 |
|
|
2022
Q1 | $20K | Buy |
160
+80
| +100% | +$10K | 0.01% | 174 |
|
|
2021
Q4 | $10K | Hold |
80
| – | – | 0.01% | 496 |
|
|
2021
Q3 | $10K | Sell |
80
-200
| -71% | -$25K | 0.01% | 477 |
|
|
2021
Q2 | $34K | Hold |
280
| – | – | 0.02% | 311 |
|
|
2021
Q1 | $33K | Buy |
280
+100
| +56% | +$11.8K | 0.03% | 287 |
|
|
2020
Q4 | $19K | Buy |
+180
| New | +$19K | 0.02% | 167 |
|
|
2018
Q3 | $454K | Hold |
4,633
| – | – | 0.3% | 74 |
|
|
2018
Q2 | $429K | Hold |
4,633
| – | – | 0.31% | 75 |
|
|
2018
Q1 | $423K | Hold |
4,633
| – | – | 0.32% | 73 |
|
|
2017
Q4 | $442K | Buy |
+4,633
| New | +$442K | 0.33% | 70 |
|