Moss Adams Wealth Advisors’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
2023
Q2
Sell
-596
Closed -$73.8K 172
2023
Q1
$73.8K Buy
596
+1
+0.2% +$124 0.03% 105
2022
Q4
$74.4K Buy
+595
New +$74.4K 0.04% 119