WealthPLAN Partners’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	-70	Closed	-$8.58K	–	1006
2023 Q2	$8.58K	Hold	70	–	–	﹤0.01%	818
2023 Q1	$8.66K	Buy	+70	New	+$8.66K	﹤0.01%	896
2016 Q3	$79.9K	Sell	963 -34	-3%	-$2.82K	0.03%	259
2016 Q2	$41.5K	Buy	+997	New	+$41.5K	0.01%	1003