Alhambra Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,617
Closed -$202K 148
2022
Q4
$202K Sell
1,617
-552
-25% -$69.1K 0.15% 138
2022
Q3
$242K Hold
2,169
0.18% 123
2022
Q2
$257K Sell
2,169
-82
-4% -$9.72K 0.19% 124
2022
Q1
$288K Buy
+2,251
New +$288K 0.19% 127