WAS
Wealth Advisory Solutions’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
2,584
+78
| +3% | +$10.6K | 0.09% | 108 |
|
|
2025
Q1 | $340K | Sell |
2,506
-25
| -1% | -$3.39K | 0.09% | 108 |
|
|
2024
Q4 | $334K | Buy |
2,531
+24
| +1% | +$3.17K | 0.09% | 97 |
|
|
2024
Q3 | $356K | Buy |
2,507
+42
| +2% | +$5.97K | 0.1% | 93 |
|
|
2024
Q2 | $313K | Buy |
2,465
+31
| +1% | +$3.94K | 0.09% | 100 |
|
|
2024
Q1 | $319K | Buy |
2,434
+55
| +2% | +$7.22K | 0.08% | 105 |
|
|
2023
Q4 | $297K | Sell |
2,379
-2,072
| -47% | -$259K | 0.1% | 70 |
|
|
2023
Q3 | $536K | Buy |
+4,451
| New | +$536K | 0.1% | 92 |
|
|
2023
Q2 | – | Sell |
-1,852
| Closed | -$229K | – | 125 |
|
|
2023
Q1 | $229K | Buy |
1,852
+60
| +3% | +$7.42K | 0.06% | 118 |
|
|
2022
Q4 | $224K | Buy |
+1,792
| New | +$224K | 0.06% | 121 |
|
|
2021
Q3 | $519K | Buy |
4,414
+480
| +12% | +$56.4K | 0.12% | 108 |
|
|
2021
Q2 | $481K | Buy |
+3,934
| New | +$481K | 0.11% | 108 |
|
|
2021
Q1 | – | Sell |
-3,303
| Closed | -$349K | – | 189 |
|
|
2020
Q4 | $349K | Buy |
3,303
+240
| +8% | +$25.4K | 0.09% | 113 |
|
|
2020
Q3 | $283K | Buy |
3,063
+525
| +21% | +$48.5K | 0.08% | 150 |
|
|
2020
Q2 | $231K | Buy |
+2,538
| New | +$231K | 0.06% | 160 |
|
|
2020
Q1 | – | Sell |
-2,765
| Closed | -$297K | – | 191 |
|
|
2019
Q4 | $297K | Buy |
+2,765
| New | +$297K | 0.08% | 149 |
|