Insight Wealth Strategies’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,419
Closed -$344K 172
2024
Q3
$344K Hold
2,419
0.05% 138
2024
Q2
$308K Buy
+2,419
New +$308K 0.04% 142