BerganKDV Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$136K	Hold	1,113	–	–	0.01%	265
2023 Q1	$138K	Hold	1,113	–	–	0.01%	277
2022 Q4	$139K	Hold	1,113	–	–	0.02%	273
2022 Q3	$124K	Hold	1,113	–	–	0.01%	266
2022 Q2	$132K	Hold	1,113	–	–	0.02%	278
2022 Q1	$143K	Hold	1,113	–	–	0.02%	273
2021 Q4	$144K	Hold	1,113	–	–	0.02%	292
2021 Q3	$131K	Hold	1,113	–	–	0.01%	290
2021 Q2	$136K	Hold	1,113	–	–	0.02%	281
2021 Q1	$131K	Hold	1,113	–	–	0.02%	273
2020 Q4	$118K	Hold	1,113	–	–	0.02%	263
2020 Q3	$103K	Hold	1,113	–	–	0.02%	261
2020 Q2	$101K	Hold	1,113	–	–	0.02%	276
2020 Q1	$89K	Hold	1,113	–	–	0.02%	266
2019 Q4	$120K	Hold	1,113	–	–	0.02%	258
2019 Q3	$114K	Hold	1,113	–	–	0.02%	246
2019 Q2	$112K	Hold	1,113	–	–	0.02%	252
2019 Q1	$111K	Hold	1,113	–	–	0.02%	266
2018 Q4	$100K	Hold	1,113	–	–	0.02%	236
2018 Q3	$109K	Sell	1,113 -22	-2%	-$2.13K	0.02%	248
2018 Q2	$105K	Buy	+1,135	New	+$105K	0.02%	248