LGWM
SDY icon

Litman Gregory Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-11
Closed -$1K 235
2019
Q2
$1K Buy
+11
New +$1K ﹤0.01% 233
2014
Q1
Sell
-408
Closed -$75K 27
2013
Q4
$75K Buy
+408
New +$75K 0.09% 16