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SFMG Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

SFMG Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,578
Closed -$238K – 233
2020
Q3 		$238K Buy
2,578
+19
+0.7% +$1.75K 0.03% 154
2020
Q2 		$233K Sell
2,559
-420
-14% -$38.2K 0.03% 141
2020
Q1 		$238K Buy
+2,979
New +$238K 0.04% 116