WWA
WCG Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,177
| Closed | -$1.45M | – | 316 |
|
|
2024
Q3 | $1.45M | Sell |
10,177
-180
| -2% | -$25.6K | 0.1% | 187 |
|
|
2024
Q2 | $1.32M | Buy |
10,357
+83
| +0.8% | +$10.6K | 0.1% | 170 |
|
|
2024
Q1 | $1.35M | Sell |
10,274
-607
| -6% | -$79.6K | 0.11% | 158 |
|
|
2023
Q4 | $1.36M | Sell |
10,881
-431
| -4% | -$53.9K | 0.1% | 174 |
|
|
2023
Q3 | $1.3M | Buy |
+11,312
| New | +$1.3M | 0.1% | 173 |
|