OPWM
SDY icon

Oak Point Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$3.17M Sell
35,453
-1,090
-3% -$97.6K 3.24% 4
2017
Q4
$3.45M Buy
+36,543
New +$3.45M 3.4% 5