Heritage Wealth Management (Arizona)’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
2022 Q4	$276K	Buy	2,210 +1,905	+625%	+$238K	0.04%	303
2022 Q3	$34K	Buy	+305	New	+$34K	0.01%	455
2022 Q2	–	Sell	-65	Closed	-$8K	–	1046
2022 Q1	$8K	Buy	+65	New	+$8K	﹤0.01%	742