CWG
Cornerstone Wealth Group’s VanEck Durable High Dividend ETF DURA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-90,851
| Closed | -$2.6M | – | 164 |
|
2020
Q4 | $2.6M | Sell |
90,851
-13,502
| -13% | -$387K | 0.64% | 60 |
|
2020
Q3 | $2.8M | Sell |
104,353
-9,319
| -8% | -$250K | 0.77% | 37 |
|
2020
Q2 | $2.93M | Sell |
113,672
-31,199
| -22% | -$805K | 0.74% | 37 |
|
2020
Q1 | $3.42M | Sell |
144,871
-4,572
| -3% | -$108K | 1.2% | 24 |
|
2019
Q4 | $4.45M | Buy |
+149,443
| New | +$4.45M | 1.2% | 20 |
|