Horizon Wealth Management’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
Q3
Sell
-2,588
Closed -$307K 101
2022
Q2
$307K Buy
+2,588
New +$307K 0.13% 73
2022
Q1
Sell
-2,039
Closed -$263K 114
2021
Q4
$263K Buy
+2,039
New +$263K 0.08% 91