WF
Wayfinding Financial’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,836
| Closed | -$350K | – | 121 |
|
|
2023
Q1 | $350K | Buy |
2,836
+160
| +6% | +$19.7K | 0.27% | 64 |
|
|
2022
Q4 | $331K | Hold |
2,676
| – | – | 0.27% | 63 |
|
|
2022
Q3 | $298K | Hold |
2,676
| – | – | 0.28% | 57 |
|
|
2022
Q2 | $317K | Hold |
2,676
| – | – | 0.28% | 57 |
|
|
2022
Q1 | $335K | Hold |
2,676
| – | – | 0.28% | 57 |
|
|
2021
Q4 | $331K | Buy |
+2,676
| New | +$331K | 0.27% | 63 |
|