Coppell Advisory Solutions’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,781
Closed -$93.5K 1976
2024
Q2
$93.5K Buy
+3,781
New +$92.3K 0.02% 374
2023
Q4
$96.3K Buy
+4,106
New +$90K 0.02% 370

Coppell Advisory Solutions's GDVD Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q3 2024, closing a stake of 3,781 shares — an estimated $93.5K sold.

Coppell Advisory Solutions first reported a position in GDVD in Q4 2023 and held it in 2 quarters. The position peaked at $96.3K in Q4 2023. 0 funds tracked by Wall St. Rank hold GDVD as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Copper Place Global Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,781 Copper Place Global Dividend Growth ETF shares in Q3 2024, an estimated $93.5K.
  • Coppell Advisory Solutions first reported a position in Copper Place Global Dividend Growth ETF in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Copper Place Global Dividend Growth ETF position peaked at $96.3K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.