Peak 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
2023 Q3	–	Sell	-9,288	Closed	-$1.14M	–	73
2023 Q2	$1.14M	Buy	+9,288	New	+$1.14M	0.89%	37
2023 Q1	–	Sell	-1,733	Closed	-$217K	–	70
2022 Q4	$217K	Buy	+1,733	New	+$217K	0.2%	61