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Brown Shipley & Co’s SPDR S&P Dividend ETF SDY Stock Holding History

Brown Shipley & Co’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
Q1 		– Sell
-100
Closed -$12.5K – 105
2023
Q4 		$12.5K Hold
100
– – 0.01% 85
2023
Q3 		$11.5K Hold
100
– – 0.01% 86
2023
Q2 		$12.3K Hold
100
– – 0.01% 110
2023
Q1 		$12.4K Buy
+100
New +$12.4K 0.01% 108