Central Valley Advisors’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 Q3	–	Sell	-618	Closed	-$860K	–	163
2024 Q2	$860K	Sell	618 -3,451	-85%	-$4.8M	0.37%	52
2024 Q1	$534K	Sell	4,069 -1	-0%	-$131	0.28%	74
2023 Q4	$509K	Buy	+4,070	New	+$509K	0.3%	77