MWA
SDY icon

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

Monograph Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,500
Closed -$863K – 133
2023
Q3 		$863K Buy
+7,500
New +$863K 0.17% 50