Clear Creek Financial Management’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
2020
Q1
Sell
-3,220
Closed -$344K 186
2019
Q4
$344K Buy
3,220
+427
+15% +$45.6K 0.14% 82
2019
Q3
$295K Sell
2,793
-259
-8% -$27.4K 0.14% 85
2019
Q2
$307K Buy
+3,052
New +$307K 0.13% 87