AWA
Acorn Wealth Advisors’s SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,610
| Closed | -$466K | – | 109 |
|
|
2019
Q4 | $466K | Hold |
14,610
| – | – | 0.39% | 52 |
|
|
2019
Q3 | $451K | Sell |
14,610
-125
| -0.8% | -$3.86K | 0.39% | 52 |
|
|
2019
Q2 | $438K | Sell |
14,735
-508
| -3% | -$15.1K | 0.4% | 50 |
|
|
2019
Q1 | $492K | Buy |
15,243
+335
| +2% | +$10.8K | 0.44% | 47 |
|
|
2018
Q4 | $461K | Buy |
14,908
+298
| +2% | +$9.22K | 0.47% | 43 |
|
|
2018
Q3 | $431K | Buy |
14,610
+1,565
| +12% | +$46.2K | 0.43% | 52 |
|
|
2018
Q2 | $398K | Buy |
13,045
+4,190
| +47% | +$128K | 0.34% | 53 |
|
|
2018
Q1 | $305K | Buy |
8,855
+3,723
| +73% | +$128K | 0.26% | 70 |
|
|
2017
Q4 | $173K | Buy |
+5,132
| New | +$173K | 0.16% | 113 |
|