Tolleson Wealth Management’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
2019
Q3
Sell
-2,889
Closed -$291K 61
2019
Q2
$291K Hold
2,889
0.2% 41
2019
Q1
$287K Hold
2,889
0.2% 37
2018
Q4
$259K Buy
+2,889
New +$259K 0.15% 41