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

Curi Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$397K	Sell
2023 Q3	$370K	Sell
2023 Q2	$403K	Hold
2023 Q1	$407K	Hold
2022 Q4	$411K	Hold
2022 Q3	$367K	Buy