Independent Solutions 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
2024 Q1	–	Sell	-2,130	Closed	-$266K	–	177
2023 Q4	$266K	Sell	2,130 -2,303	-52%	-$288K	0.07%	147
2023 Q3	$510K	Buy	+4,433	New	+$510K	0.13%	127