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

Concentric Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell
2018 Q3	$280K	Buy
2018 Q2	$265K	Buy
2018 Q1	$260K	Sell
2017 Q4	$326K	Buy
2017 Q3	$286K	Buy
2017 Q2	$278K	Buy
2017 Q1	$275K	Sell
2016 Q4	$397K	Buy