Planning Capital Management Corporation’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
Q3
$111K Hold
778
0.07% 126
2024
Q2
$98.9K Hold
778
0.07% 139
2024
Q1
$102K Hold
778
0.07% 127
2023
Q4
$97.2K Buy
+778
New +$97.2K 0.08% 136