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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