AWA
Acorn Wealth Advisors’s SPDR S&P International Dividend ETF DWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,525
| Closed | -$301K | – | 108 |
|
|
2019
Q4 | $301K | Buy |
7,525
+7
| +0.1% | +$280 | 0.25% | 87 |
|
|
2019
Q3 | $300K | Sell |
7,518
-589
| -7% | -$23.5K | 0.26% | 82 |
|
|
2019
Q2 | $311K | Sell |
8,107
-245
| -3% | -$9.4K | 0.28% | 72 |
|
|
2019
Q1 | $323K | Sell |
8,352
-123
| -1% | -$4.76K | 0.29% | 71 |
|
|
2018
Q4 | $305K | Buy |
8,475
+47
| +0.6% | +$1.69K | 0.31% | 64 |
|
|
2018
Q3 | $304K | Buy |
8,428
+303
| +4% | +$10.9K | 0.3% | 78 |
|
|
2018
Q2 | $310K | Buy |
8,125
+809
| +11% | +$30.9K | 0.26% | 75 |
|
|
2018
Q1 | $295K | Buy |
7,316
+5,818
| +388% | +$235K | 0.26% | 78 |
|
|
2017
Q4 | $63K | Buy |
+1,498
| New | +$63K | 0.06% | 225 |
|