Capasso Planning Partners’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
2025 Q2	$265K	Sell	1,953 -334	-15%	-$45.3K	0.15%	71
2025 Q1	$310K	Sell	2,287 -179	-7%	-$24.3K	0.13%	85
2024 Q4	$326K	Sell	2,466 -954	-28%	-$126K	0.13%	87
2024 Q3	$486K	Sell	3,420 -1,140	-25%	-$162K	0.14%	97
2024 Q2	$580K	Buy	+4,560	New	+$580K	0.19%	78