Traphagen Investment Advisors’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
Q2
$271K Hold
1,999
0.03% 153
2025
Q1
$271K Buy
+1,999
New +$271K 0.03% 146
2024
Q4
Sell
-1,499
Closed -$213K 189
2024
Q3
$213K Buy
+1,499
New +$213K 0.02% 164