WPWealth’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
2024
Q1
Sell
-1,640
Closed -$205K 67
2023
Q4
$205K Buy
+1,640
New +$205K 0.06% 58
2023
Q3
Sell
-1,683
Closed -$206K 65
2023
Q2
$206K Buy
+1,683
New +$206K 0.09% 51