Legacy Wealth Management (Mississippi)’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
2020
Q3
Sell
-9,000
Closed -$821K 101
2020
Q2
$821K Hold
9,000
0.63% 47
2020
Q1
$719K Hold
9,000
0.67% 48
2019
Q4
$968K Buy
+9,000
New +$968K 0.84% 34