Huber Financial 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
2019
Q2
Sell
-2,266
Closed -$225K 128
2019
Q1
$225K Sell
2,266
-971
-30% -$96.4K 0.11% 108
2018
Q4
$290K Buy
+3,237
New +$290K 0.16% 78
2018
Q1
Sell
-2,223
Closed -$210K 98
2017
Q4
$210K Buy
+2,223
New +$210K 0.23% 75