JFA
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Johanson Financial Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Johanson Financial Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		$2.28M Buy
17,686
+1,199
+7% +$155K 0.7% 36
2021
Q3 		$1.94M Buy
16,487
+117
+0.7% +$13.8K 0.67% 38
2021
Q2 		$2.01M Buy
16,370
+162
+1% +$19.9K 0.68% 35
2021
Q1 		$1.95M Buy
16,208
+527
+3% +$63.2K 0.71% 35
2020
Q4 		$1.66M Buy
15,681
+1,445
+10% +$153K 0.67% 34
2020
Q3 		$1.35M Buy
14,236
+663
+5% +$63K 0.61% 41
2020
Q2 		$1.24M Sell
13,573
-2,013
-13% -$184K 0.62% 41
2020
Q1 		$1.25M Sell
15,586
-1,601,244
-99% -$128M 0.72% 35
2019
Q4 		$15M Buy
1,616,830
+1,602,177
+10,934% +$14.9M 0.71% 30
2019
Q3 		$1.5M Buy
14,653
+1,798
+14% +$184K 0.78% 34
2019
Q2 		$1.3M Buy
12,855
+313
+2% +$31.6K 0.69% 38
2019
Q1 		$1.25M Sell
12,542
-562
-4% -$55.8K 0.7% 37
2018
Q4 		$1.17M Buy
13,104
+734
+6% +$65.8K 0.79% 36
2018
Q3 		$1.21M Sell
12,370
-641
-5% -$62.8K 0.7% 35
2018
Q2 		$1.21M Sell
13,011
-106
-0.8% -$9.83K 0.77% 36
2018
Q1 		$1.2M Buy
13,117
+1,073
+9% +$97.9K 0.79% 36
2017
Q4 		$1.14M Buy
12,044
+310
+3% +$29.4K 0.76% 34
2017
Q3 		$1.07M Sell
11,734
-154
-1% -$14.1K 0.78% 33
2017
Q2 		$1.06M Buy
11,888
+56
+0.5% +$4.98K 0.86% 32
2017
Q1 		$1.04M Buy
+11,832
New +$1.04M 0.92% 31
2016
Q4 		– Sell
-10,757
Closed -$907K – 49
2016
Q3 		$907K Sell
10,757
-738
-6% -$62.2K 0.98% 28
2016
Q2 		$964K Buy
11,495
+920
+9% +$77.2K 1.13% 26
2016
Q1 		$848K Sell
10,575
-390
-4% -$31.3K 1.04% 25
2015
Q4 		$806K Buy
+10,965
New +$806K 1.05% 26