Castle 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
2022
Q4
Sell
-710
Closed -$79K 532
2022
Q3
$79K Hold
710
0.05% 166
2022
Q2
$84K Buy
+710
New +$84K 0.05% 165