Summit Financial Strategies’s SPDR S&P Dividend ETF SDY Stock Holding History

Summit Financial Strategies’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$724K	Hold
2019 Q3	$691K	Sell
2019 Q2	$687K	Buy
2019 Q1	–	Sell
2018 Q4	$603K	Buy