ML&R 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
2022
Q4
Sell
2022
Q3
$744K Sell
2022
Q2
$795K Hold
2022
Q1
$858K Hold
2021
Q4
$865K Buy