MWA
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Midland Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Midland Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,004
Closed -$255K – 225
2024
Q2 		$255K Sell
2,004
-1,521
-43% -$193K 0.02% 182
2024
Q1 		$463K Sell
3,525
-593
-14% -$77.8K 0.03% 141
2023
Q4 		$515K Buy
+4,118
New +$515K 0.04% 132