KSWWM
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Keyes Stange & Wooten Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Keyes Stange & Wooten Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,998
Closed -$1.37M – 64
2023
Q4 		$1.37M Buy
+10,998
New +$1.37M 1.46% 12