JWM
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Jacobus Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Jacobus Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,495
Closed -$132K – 208
2017
Q1 		$132K Hold
1,495
– – 0.04% 183
2016
Q4 		$128K Sell
1,495
-155
-9% -$13.3K 0.04% 181
2016
Q3 		$139K Buy
+1,650
New +$139K 0.04% 197