SWM
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Segment Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Segment Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,146
Closed -$213K – 204
2019
Q1 		$213K Buy
+2,146
New +$213K 0.05% 193