Northwest 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
2024 Q4	–	Sell	-1,377	Closed	-$196K	–	464
2024 Q3	$196K	Buy	+1,377	New	+$196K	0.16%	103
2024 Q1	–	Sell	-1,870	Closed	-$234K	–	447
2023 Q4	$234K	Buy	+1,870	New	+$234K	0.2%	79