RBWA
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RFG - Bristol Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$289K Buy
2,126
+7
+0.3% +$950 0.09% 149
2025
Q1 		$288K Buy
2,119
+255
+14% +$34.6K 0.1% 141
2024
Q4 		$246K Buy
+1,864
New +$246K 0.08% 137