Novak 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
2021
Q2
$4.81M Sell
39,300
-902
-2% -$110K 2.35% 9
2021
Q1
$4.75M Sell
40,202
-389
-1% -$45.9K 2.61% 9
2020
Q4
$4.3M Buy
+40,591
New +$4.3M 2.53% 9