Avantax Advisory Services’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
8,341
-350
| -4% | -$24.7K | ﹤0.01% | 1486 |
|
|
2025
Q1 | $566K | Hold |
8,691
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q4 | $540K | Sell |
8,691
-539
| -6% | -$33.5K | ﹤0.01% | 1394 |
|
|
2024
Q3 | $615K | Sell |
9,230
-678
| -7% | -$45.2K | ﹤0.01% | 1283 |
|
|
2024
Q2 | $586K | Hold |
9,908
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q1 | $594K | Sell |
9,908
-1,112
| -10% | -$66.7K | 0.01% | 959 |
|
|
2023
Q4 | $666K | Sell |
11,020
-400
| -4% | -$24.2K | 0.01% | 863 |
|
|
2023
Q3 | $623K | Sell |
11,420
-200
| -2% | -$10.9K | 0.01% | 856 |
|
|
2023
Q2 | $667K | Hold |
11,620
| – | – | 0.01% | 831 |
|
|
2023
Q1 | $685K | Sell |
11,620
-2,438
| -17% | -$144K | 0.01% | 792 |
|
|
2022
Q4 | $825K | Sell |
14,058
-1,580
| -10% | -$92.7K | 0.01% | 692 |
|
|
2022
Q3 | $834K | Sell |
15,638
-402
| -3% | -$21.4K | 0.01% | 614 |
|
|
2022
Q2 | $990K | Sell |
16,040
-690
| -4% | -$42.6K | 0.01% | 550 |
|
|
2022
Q1 | $1.13M | Buy |
16,730
+531
| +3% | +$35.7K | 0.02% | 510 |
|
|
2021
Q4 | $1.07M | Buy |
16,199
+616
| +4% | +$40.8K | 0.02% | 523 |
|
|
2021
Q3 | $1.03M | Buy |
15,583
+2,194
| +16% | +$145K | 0.02% | 479 |
|
|
2021
Q2 | $910K | Buy |
13,389
+1,547
| +13% | +$105K | 0.02% | 496 |
|
|
2021
Q1 | $786K | Buy |
11,842
+7,168
| +153% | +$476K | 0.02% | 485 |
|
|
2020
Q4 | $283K | Sell |
4,674
-16,527
| -78% | -$1M | 0.01% | 751 |
|
|
2020
Q3 | $1.13M | Buy |
+21,201
| New | +$1.13M | 0.02% | 509 |
|