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

Circle Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,756
Closed -$220K – 223
2020
Q1 		$220K Buy
2,756
+23
+0.8% +$1.84K 0.04% 172
2019
Q4 		$294K Buy
+2,733
New +$294K 0.05% 137