Accurate Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,422
Closed -$203K 400
2024
Q3
$203K Buy
+1,422
New +$203K 0.04% 369
2023
Q1
Sell
-2,961
Closed -$379K 1201
2022
Q4
$379K Buy
+2,961
New +$379K 0.14% 129