McDonald Partners’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
2021 Q3	–	Sell	-1,703	Closed	-$208K	–	304
2021 Q2	$208K	Sell	1,703 -400	-19%	-$48.9K	0.05%	290
2021 Q1	$248K	Buy	2,103 +20	+1%	+$2.36K	0.06%	254
2020 Q4	$221K	Buy	+2,083	New	+$221K	0.06%	256