WA
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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $923K | Hold |
8,025
| – | – | 0.41% | 29 |
|
2023
Q2 | $990K | Hold |
8,025
| – | – | 0.42% | 29 |
|
2023
Q1 | $996K | Hold |
8,025
| – | – | 0.47% | 29 |
|
2022
Q4 | $1M | Hold |
8,025
| – | – | 0.53% | 29 |
|
2022
Q3 | $895K | Buy |
8,025
+100
| +1% | +$11.2K | 0.46% | 29 |
|
2022
Q2 | $941K | Hold |
7,925
| – | – | 0.46% | 29 |
|
2022
Q1 | $1.02M | Hold |
7,925
| – | – | 0.37% | 30 |
|
2021
Q4 | $1.02M | Hold |
7,925
| – | – | 0.36% | 31 |
|
2021
Q3 | $944K | Hold |
7,925
| – | – | 0.37% | 30 |
|
2021
Q2 | $973K | Hold |
7,925
| – | – | 0.35% | 30 |
|
2021
Q1 | $960K | Hold |
7,925
| – | – | 0.38% | 29 |
|
2020
Q4 | $839K | Sell |
7,925
-1,100
| -12% | -$116K | 0.37% | 30 |
|
2020
Q3 | $882K | Hold |
9,025
| – | – | 0.41% | 28 |
|
2020
Q2 | $829K | Hold |
9,025
| – | – | 0.44% | 28 |
|
2020
Q1 | $757K | Hold |
9,025
| – | – | 0.5% | 26 |
|
2019
Q4 | $978K | Buy |
+9,025
| New | +$978K | 0.56% | 27 |
|