Transform Wealth’s SPDR S&P Dividend ETF SDY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$768K	Sell	5,662 -1,897	-25%	-$257K	0.05%	148
2024 Q4	$999K	Sell	7,559 -1,257	-14%	-$166K	0.06%	144
2024 Q3	$1.25M	Sell	8,816 -631	-7%	-$89.6K	0.08%	114
2024 Q2	$1.2M	Sell	9,447 -140	-1%	-$17.8K	0.09%	116
2024 Q1	$1.26M	Sell	9,587 -667	-7%	-$87.5K	0.12%	117
2023 Q4	$1.28M	Sell	10,254 -2,509	-20%	-$314K	0.12%	125
2023 Q3	$1.47M	Sell	12,763 -899	-7%	-$103K	0.15%	112
2023 Q2	$1.67M	Sell	13,662 -658	-5%	-$80.7K	0.15%	117
2023 Q1	$1.77M	Sell	14,320 -281	-2%	-$34.8K	0.17%	112
2022 Q4	$1.83M	Sell	14,601 -985	-6%	-$123K	0.2%	104
2022 Q3	$1.74M	Sell	15,586 -40	-0.3%	-$4.46K	0.23%	77
2022 Q2	$1.86M	Sell	15,626 -1,500	-9%	-$178K	0.28%	75
2022 Q1	$2.19M	Sell	17,126 -569	-3%	-$72.9K	0.25%	83
2021 Q4	$2.29M	Sell	17,695 -321	-2%	-$41.5K	0.24%	83
2021 Q3	$2.12M	Sell	18,016 -415	-2%	-$48.8K	0.24%	87
2021 Q2	$2.25M	Sell	18,431 -250	-1%	-$30.6K	0.28%	88
2021 Q1	$2.21M	Sell	18,681 -1,746	-9%	-$206K	0.44%	72
2020 Q4	$2.16M	Sell	20,427 -1,387	-6%	-$147K	0.45%	69
2020 Q3	$2.02M	Sell	21,814 -12,638	-37%	-$1.17M	0.33%	79
2020 Q2	$3.14M	Sell	34,452 -1,669	-5%	-$152K	0.54%	63
2020 Q1	$2.89M	Sell	36,121 -38,427	-52%	-$3.07M	0.62%	61
2019 Q4	$8.02M	Buy	74,548 +16,017	+27%	+$1.72M	1.27%	14
2019 Q3	$6.01M	Buy	58,531 +2,967	+5%	+$304K	1.07%	21
2019 Q2	$5.61M	Sell	55,564 -3,465	-6%	-$350K	0.82%	36
2019 Q1	$5.87M	Buy	59,029 +15,614	+36%	+$1.55M	1.09%	25
2018 Q4	$3.89M	Buy	+43,415	New	+$3.89M	0.8%	54