Treybourne Wealth Planners’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	$253K	Hold	2,066	–	–	0.16%	41
2021 Q1	$244K	Sell	2,066 -429	-17%	-$50.7K	0.17%	37
2020 Q4	$264K	Buy	+2,495	New	+$264K	0.19%	36