WWM
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Westwood Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Westwood Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,615
Closed -$202K – 42
2022
Q4 		$202K Buy
+1,615
New +$202K 0.24% 39