Engrave Wealth Partners’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
2020
Q3
Sell
-1,828
Closed -$166K 363
2020
Q2
$166K Buy
1,828
+890
+95% +$80.8K 0.15% 56
2020
Q1
$74K Hold
938
0.09% 72
2019
Q4
$100K Buy
+938
New +$100K 0.1% 80