PWM
SDY icon

Prentice 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
2021
Q4
Sell
-125
Closed -$15K 263
2021
Q3
$15K Hold
125
0.01% 234
2021
Q2
$15K Sell
125
-200
-62% -$24K 0.01% 227
2021
Q1
$38K Buy
+325
New +$38K 0.02% 185