Convergent Wealth 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
2015 Q3	–	Sell	-9,924	Closed	-$756K	–	43
2015 Q2	$756K	Hold	9,924	–	–	0.17%	29
2015 Q1	$776K	Buy	+9,924	New	+$776K	0.12%	38