WFA
West Financial Advisors’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 | $39.9K | Hold |
294
| – | – | 0.01% | 113 |
|
|
2025
Q1 | $39.9K | Hold |
294
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $38.8K | Hold |
294
| – | – | 0.01% | 107 |
|
|
2024
Q3 | $41.8K | Hold |
294
| – | – | 0.01% | 93 |
|
|
2024
Q2 | $37.4K | Hold |
294
| – | – | 0.01% | 87 |
|
|
2024
Q1 | $38.6K | Hold |
294
| – | – | 0.01% | 88 |
|
|
2023
Q4 | $36.7K | Hold |
294
| – | – | 0.01% | 89 |
|
|
2023
Q3 | $33.8K | Hold |
294
| – | – | 0.01% | 90 |
|
|
2023
Q2 | $36K | Hold |
294
| – | – | 0.01% | 87 |
|
|
2023
Q1 | $36.4K | Buy |
+294
| New | +$36.4K | 0.01% | 85 |
|
|
2022
Q3 | – | Sell |
-63
| Closed | -$7K | – | 190 |
|
|
2022
Q2 | $7K | Hold |
63
| – | – | ﹤0.01% | 134 |
|
|
2022
Q1 | $8K | Hold |
63
| – | – | ﹤0.01% | 145 |
|
|
2021
Q4 | $8K | Sell |
63
-250
| -80% | -$31.7K | ﹤0.01% | 152 |
|
|
2021
Q3 | $37K | Hold |
313
| – | – | 0.01% | 107 |
|
|
2021
Q2 | $38K | Hold |
313
| – | – | 0.01% | 100 |
|
|
2021
Q1 | $37K | Hold |
313
| – | – | 0.01% | 97 |
|
|
2020
Q4 | $33K | Buy |
+313
| New | +$33K | 0.01% | 99 |
|