Baldwin Wealth 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
2024
Q4
Sell
-300
Closed -$20K 1028
2024
Q3
$20K Hold
300
﹤0.01% 696
2024
Q2
$17.7K Sell
300
-132
-31% -$7.8K ﹤0.01% 480
2024
Q1
$25.9K Sell
432
-309
-42% -$18.5K ﹤0.01% 454
2023
Q4
$44.8K Buy
+741
New +$44.8K ﹤0.01% 385