WFAG
Wescott Financial Advisory Group’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 | – | Sell |
-1,661
| Closed | -$225K | – | 180 |
|
|
2025
Q1 | $225K | Sell |
1,661
-16
| -1% | -$2.17K | 0.02% | 158 |
|
|
2024
Q4 | $222K | Sell |
1,677
-5,698
| -77% | -$753K | 0.02% | 162 |
|
|
2024
Q3 | $1.05M | Buy |
7,375
+34
| +0.5% | +$4.83K | 0.11% | 80 |
|
|
2024
Q2 | $934K | Hold |
7,341
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $963K | Sell |
7,341
-600
| -8% | -$78.7K | 0.12% | 74 |
|
|
2023
Q4 | $992K | Sell |
7,941
-600
| -7% | -$75K | 0.14% | 73 |
|
|
2023
Q3 | $982K | Sell |
8,541
-561
| -6% | -$64.5K | 0.18% | 69 |
|
|
2023
Q2 | $1.12M | Buy |
9,102
+390
| +4% | +$47.8K | 0.2% | 65 |
|
|
2023
Q1 | $1.08M | Sell |
8,712
-1,524
| -15% | -$189K | 0.23% | 59 |
|
|
2022
Q4 | $1.28M | Buy |
10,236
+65
| +0.6% | +$8.13K | 0.28% | 53 |
|
|
2022
Q3 | $1.13M | Sell |
10,171
-398
| -4% | -$44.4K | 0.32% | 45 |
|
|
2022
Q2 | $1.25M | Sell |
10,569
-2,218
| -17% | -$263K | 0.34% | 45 |
|
|
2022
Q1 | $1.64M | Buy |
+12,787
| New | +$1.64M | 0.42% | 40 |
|