Arkadios Wealth Advisors’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-762,512
Closed -$18.9M 963
2024
Q2
$18.9M Buy
762,512
+14,535
+2% +$360K 1.27% 12
2024
Q1
$18.1M Buy
747,977
+14,325
+2% +$346K 1.4% 12
2023
Q4
$17.2M Buy
733,652
+121,831
+20% +$2.86M 1.46% 12
2023
Q3
$13.1M Buy
+611,821
New +$13.1M 1.24% 13