Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,990
| Closed | -$246K | – | 365 |
|
|
2022
Q2 | $246K | Hold |
3,990
| – | – | 0.01% | 301 |
|
|
2022
Q1 | $269K | Hold |
3,990
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $264K | Hold |
3,990
| – | – | 0.01% | 293 |
|
|
2021
Q3 | $263K | Buy |
3,990
+737
| +23% | +$48.6K | 0.01% | 277 |
|
|
2021
Q2 | $221K | Hold |
3,253
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $215K | Buy |
+3,253
| New | +$215K | 0.01% | 286 |
|