CWS
Cypress Wealth Services’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,675
| Closed | -$263K | – | 278 |
|
|
2019
Q4 | $263K | Sell |
3,675
-50
| -1% | -$3.58K | 0.07% | 206 |
|
|
2019
Q3 | $252K | Sell |
3,725
-240
| -6% | -$16.2K | 0.07% | 205 |
|
|
2019
Q2 | $268K | Hold |
3,965
| – | – | 0.08% | 204 |
|
|
2019
Q1 | $263K | Sell |
3,965
-15
| -0.4% | -$995 | 0.08% | 196 |
|
|
2018
Q4 | $247K | Hold |
3,980
| – | – | 0.1% | 176 |
|
|
2018
Q3 | $270K | Sell |
3,980
-215
| -5% | -$14.6K | 0.1% | 176 |
|
|
2018
Q2 | $283K | Hold |
4,195
| – | – | 0.11% | 168 |
|
|
2018
Q1 | $289K | Sell |
4,195
-190
| -4% | -$13.1K | 0.12% | 140 |
|
|
2017
Q4 | $311K | Buy |
+4,385
| New | +$311K | 0.13% | 142 |
|