PCG Wealth 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
2023 Q3	–	Sell	-2,121	Closed	-$260K	–	115
2023 Q2	$260K	Sell	2,121 -20	-0.9%	-$2.45K	0.16%	84
2023 Q1	$265K	Buy	+2,141	New	+$265K	0.17%	90
2022 Q4	–	Sell	-1,923	Closed	-$215K	–	146
2022 Q3	$215K	Buy	+1,923	New	+$215K	0.08%	126