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Balboa Wealth Partners’s SPDR S&P Dividend ETF SDY Stock Holding History

Balboa Wealth Partners’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,709
Closed -$217K – 368
2024
Q2 		$217K Sell
1,709
-6
-0.3% -$763 0.06% 244
2024
Q1 		$225K Buy
+1,715
New +$225K 0.07% 206