BWG
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Berry Wealth Group’s SPDR S&P Dividend ETF SDY Stock Holding History

Berry Wealth Group’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
Q2 		– Sell
-6,903
Closed -$906K – 88
2024
Q1 		$906K Sell
6,903
-62
-0.9% -$8.14K 0.75% 28
2023
Q4 		$870K Buy
+6,965
New +$870K 0.8% 26