Leading Edge Financial 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
2023 Q4	–	Sell	-10,466	Closed	-$1.2M	–	69
2023 Q3	$1.2M	Sell	10,466 -2,125	-17%	-$244K	0.77%	21
2023 Q2	$1.54M	Sell	12,591 -1,518	-11%	-$186K	1.01%	15
2023 Q1	$1.75M	Sell	14,109 -116	-0.8%	-$14.4K	1.26%	13
2022 Q4	$1.78M	Buy	+14,225	New	+$1.78M	1.54%	14