BWM
SDY icon

Brown Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Brown Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,743
Closed -$214K – 99
2023
Q2 		$214K Buy
+1,743
New +$214K 0.11% 86