Shum Financial Group’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$3.49M	Sell	25,705 -181	-0.7%	-$24.6K	3.02%	7
2024 Q4	$3.42M	Buy	25,886 +9	+0%	+$1.19K	2.95%	7
2024 Q3	$3.6M	Buy	+25,877	New	+$3.6M	3.01%	7