Essential Planning’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 Q1	–	Sell	-19,448	Closed	-$2.72M	–	255
2024 Q4	$2.72M	Buy	+19,448	New	+$2.72M	0.02%	168