Capstone Wealth Management Group (Oregon)’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	$686K	Buy	5,056 +230	+5%	+$31.2K	0.5%	48
2025 Q1	$655K	Buy	4,826 +411	+9%	+$55.8K	0.52%	46
2024 Q4	$583K	Buy	+4,415	New	+$583K	0.44%	51