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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-1,297
Closed -$131K 659
2019
Q2
$131K Buy
+1,297
New +$131K 0.02% 241
2019
Q1
Sell
-1,028
Closed -$92K 643
2018
Q4
$92K Buy
+1,028
New +$92K 0.02% 268