WIM
Westside Investment Management’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 | $4.77M | Buy |
35,175
+1,125
| +3% | +$153K | 0.89% | 27 |
|
|
2025
Q1 | $4.62M | Buy |
34,050
+1,517
| +5% | +$206K | 0.98% | 24 |
|
|
2024
Q4 | $4.3M | Sell |
32,533
-574
| -2% | -$75.8K | 0.91% | 28 |
|
|
2024
Q3 | $4.7M | Buy |
33,107
+435
| +1% | +$61.8K | 1% | 23 |
|
|
2024
Q2 | $4.16M | Buy |
32,672
+1,540
| +5% | +$196K | 0.95% | 27 |
|
|
2024
Q1 | $4.09M | Buy |
31,132
+231
| +0.7% | +$30.3K | 0.98% | 24 |
|
|
2023
Q4 | $3.86M | Sell |
30,901
-1,346
| -4% | -$168K | 0.99% | 26 |
|
|
2023
Q3 | $3.71M | Sell |
32,247
-352
| -1% | -$40.5K | 1.07% | 24 |
|
|
2023
Q2 | $4M | Sell |
32,599
-14,049
| -30% | -$1.72M | 1.13% | 22 |
|
|
2023
Q1 | $5.77M | Buy |
46,648
+662
| +1% | +$81.9K | 1.69% | 9 |
|
|
2022
Q4 | $5.75K | Buy |
45,986
+1,816
| +4% | +$227 | 0.01% | 211 |
|
|
2022
Q3 | $4.93K | Buy |
44,170
+3,251
| +8% | +$362 | 0.01% | 223 |
|
|
2022
Q2 | $4.86K | Buy |
40,919
+14,819
| +57% | +$1.76K | 0.01% | 212 |
|
|
2022
Q1 | $3.34K | Buy |
26,100
+1,560
| +6% | +$200 | 0.01% | 225 |
|
|
2021
Q4 | $3.17K | Buy |
24,540
+4,483
| +22% | +$579 | 0.01% | 216 |
|
|
2021
Q3 | $2.36K | Buy |
20,057
+3,238
| +19% | +$381 | 0.01% | 226 |
|
|
2021
Q2 | $2.06K | Buy |
16,819
+2,072
| +14% | +$253 | ﹤0.01% | 223 |
|
|
2021
Q1 | $1.74K | Buy |
14,747
+537
| +4% | +$63 | ﹤0.01% | 218 |
|
|
2020
Q4 | $1.51K | Buy |
14,210
+1,193
| +9% | +$126 | ﹤0.01% | 180 |
|
|
2020
Q3 | $1.2K | Buy |
13,017
+818
| +7% | +$76 | ﹤0.01% | 194 |
|
|
2020
Q2 | $1.11K | Buy |
12,199
+1,157
| +10% | +$105 | ﹤0.01% | 176 |
|
|
2020
Q1 | $881 | Buy |
+11,042
| New | +$881 | ﹤0.01% | 187 |
|