BWP
Baldwin Wealth Partners’s Global X SuperDividend ETF SDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-91
| Closed | -$2.14K | – | 862 |
|
|
2024
Q3 | $2.14K | Hold |
91
| – | – | ﹤0.01% | 943 |
|
|
2024
Q2 | $2K | Hold |
91
| – | – | ﹤0.01% | 658 |
|
|
2024
Q1 | $1.97K | Hold |
91
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $2.05K | Hold |
91
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $1.99K | Hold |
91
| – | – | ﹤0.01% | 683 |
|
|
2023
Q2 | $2.06K | Hold |
91
| – | – | ﹤0.01% | 698 |
|
|
2023
Q1 | $2.1K | Hold |
91
| – | – | ﹤0.01% | 726 |
|
|
2022
Q4 | $2.19K | Sell |
91
-184
| -67% | -$4.42K | ﹤0.01% | 710 |
|
|
2022
Q3 | $2K | Sell |
275
-275
| -50% | -$2K | ﹤0.01% | 623 |
|
|
2022
Q2 | $5K | Hold |
550
| – | – | ﹤0.01% | 593 |
|
|
2022
Q1 | $6K | Hold |
550
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $7K | Hold |
550
| – | – | ﹤0.01% | 531 |
|
|
2021
Q3 | $7K | Hold |
550
| – | – | ﹤0.01% | 549 |
|
|
2021
Q2 | $8K | Hold |
550
| – | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $8K | Hold |
550
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $7K | Hold |
550
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $6K | Hold |
550
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $6K | Hold |
550
| – | – | ﹤0.01% | 467 |
|
|
2020
Q1 | $5K | Hold |
550
| – | – | ﹤0.01% | 474 |
|
|
2019
Q4 | $10K | Sell |
550
-425
| -44% | -$7.73K | ﹤0.01% | 456 |
|
|
2019
Q3 | $17K | Hold |
975
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $17K | Hold |
975
| – | – | ﹤0.01% | 409 |
|
|
2019
Q1 | $18K | Hold |
975
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $17K | Hold |
975
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $20K | Hold |
975
| – | – | ﹤0.01% | 402 |
|
|
2018
Q2 | $20K | Sell |
975
-98
| -9% | -$2.01K | ﹤0.01% | 403 |
|
|
2018
Q1 | $22K | Hold |
1,073
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $23K | Hold |
1,073
| – | – | ﹤0.01% | 361 |
|
|
2017
Q3 | $24K | Hold |
1,073
| – | – | ﹤0.01% | 346 |
|
|
2017
Q2 | $23K | Sell |
1,073
-400
| -27% | -$8.57K | ﹤0.01% | 365 |
|
|
2017
Q1 | $32K | Sell |
1,473
-8,300
| -85% | -$180K | 0.01% | 331 |
|
|
2016
Q4 | $203K | Hold |
9,773
| – | – | 0.04% | 176 |
|
|
2016
Q3 | $210K | Sell |
9,773
-11,500
| -54% | -$247K | 0.04% | 173 |
|
|
2016
Q2 | $443K | Sell |
21,273
-2,600
| -11% | -$54.1K | 0.09% | 123 |
|
|
2016
Q1 | $482K | Sell |
23,873
-250
| -1% | -$5.05K | 0.09% | 151 |
|
|
2015
Q4 | $476K | Sell |
24,123
-12,975
| -35% | -$256K | 0.08% | 160 |
|
|
2015
Q3 | $729K | Sell |
37,098
-200
| -0.5% | -$3.93K | 0.12% | 139 |
|
|
2015
Q2 | $826K | Sell |
37,298
-1,300
| -3% | -$28.8K | 0.12% | 142 |
|
|
2015
Q1 | $893K | Sell |
38,598
-3,752
| -9% | -$86.8K | 0.13% | 137 |
|
|
2014
Q4 | $977K | Sell |
42,350
-14,400
| -25% | -$332K | 0.14% | 136 |
|
|
2014
Q3 | $1.36M | Sell |
56,750
-12,900
| -19% | -$309K | 0.19% | 107 |
|
|
2014
Q2 | $1.82M | Sell |
69,650
-3,200
| -4% | -$83.4K | 0.27% | 80 |
|
|
2014
Q1 | $1.79M | Sell |
72,850
-23,440
| -24% | -$575K | 0.29% | 74 |
|
|
2013
Q4 | $2.26M | Sell |
96,290
-4,950
| -5% | -$116K | 0.36% | 70 |
|
|
2013
Q3 | $2.32M | Sell |
101,240
-10,700
| -10% | -$245K | 0.42% | 62 |
|
|
2013
Q2 | $2.4M | Buy |
+111,940
| New | +$2.4M | 0.47% | 63 |
|