Walled Lake Planning & 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
2021
Q4
Sell
-151
Closed -$18K 278
2021
Q3
$18K Buy
+151
New +$18K 0.01% 229