Mosaic Family Wealth’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-875
Closed -$81K 675
2018
Q2
$81K Buy
+875
New +$81K 0.03% 245
2017
Q1
Sell
-619
Closed -$53K 739
2016
Q4
$53K Hold
619
0.02% 312
2016
Q3
$52K Buy
+619
New +$52K 0.02% 324