Oxford Financial Group’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
2024
Q1
Sell
-1,116
Closed -$139K 296
2023
Q4
$139K Buy
+1,116
New +$139K 0.01% 237
2022
Q4
Sell
-308
Closed -$34K 270
2022
Q3
$34K Buy
+308
New +$34K 0.01% 205