Jamison Private 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
Q4
Sell
-28
Closed -$3.98K 420
2024
Q3
$3.98K Hold
28
﹤0.01% 392
2024
Q2
$3.56K Hold
28
﹤0.01% 368
2024
Q1
$3.68K Buy
+28
New +$3.68K ﹤0.01% 376