Pinnacle Private 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
2022
Q2
$267K Buy
2,247
+610
+37% +$72.5K 0.1% 217
2022
Q1
$210K Buy
1,637
+67
+4% +$8.6K 0.07% 279
2021
Q4
$203K Buy
+1,570
New +$203K 0.06% 282