Flagship Wealth Advisors’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
2025
Q2
$3.8K Sell
28
-87
-76% -$11.8K ﹤0.01% 340
2025
Q1
$15.6K Buy
115
+8
+7% +$1.09K 0.01% 274
2024
Q4
$14.1K Buy
+107
New +$14.1K 0.01% 271