WAG
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Winthrop Advisory Group’s SPDR S&P Dividend ETF SDY Stock Holding History

Winthrop Advisory Group’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,458
Closed -$228K – 90
2018
Q2 		$228K Sell
2,458
-1,996
-45% -$185K 0.15% 71
2018
Q1 		$404K Sell
4,454
-1,452
-25% -$132K 0.28% 47
2017
Q4 		$559K Buy
+5,906
New +$559K 0.4% 41