Bernard Wealth 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
2025 Q2	$94.2K	Hold	694	–	–	0.04%	90
2025 Q1	$94.2K	Hold	694	–	–	0.05%	85
2024 Q4	$91.7K	Buy	+694	New	+$91.7K	0.04%	89