OCPWS
SDY icon

One Charles Private Wealth Services’s SPDR S&P Dividend ETF SDY Stock Holding History

One Charles Private Wealth Services’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-142,887
Closed -$11.4M – 96
2020
Q1 		$11.4M Buy
142,887
+4,776
+3% +$381K 9.42% 3
2019
Q4 		$14.9M Buy
+138,111
New +$14.9M 9.8% 2