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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$93.9K Buy
2025
Q1
$60.4K Hold
2024
Q4
$58.8K Hold
2024
Q3
$63.2K Hold
2024
Q2
$58K Hold
2024
Q1
$58.4K Hold
2023
Q4
$55.6K Buy