RWM

RKL 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
2017 Q4	–	Sell	-2,405	Closed	-$219K	–	148
2017 Q3	$219K	Buy	+2,405	New	+$219K	0.06%	143
2014 Q4	–	Sell	-2,835	Closed	-$212K	–	59
2014 Q3	$212K	Buy	+2,835	New	+$212K	0.15%	59